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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,462 | $62,672-17.9% | $185,117-72.2% | $70,126-26.6% |
| Participation rate | 42.6% | 63.8%-21.2pp | 77.3%-34.7pp | 69.5%-27.0pp |
| Annual return | 16.58% | 40.79%-24.2pp | 40.50%-23.9pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,280 | $3,272-30.3% | $5,045-54.8% | $3,332-31.6% |
| Admin fee / account holder | $1,974 | $3,932-49.8% | $8,159-75.8% | $4,645-57.5% |