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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 | $50,773 | $52,306-2.9% | $69,779-27.2% | $62,881-19.3% |
| Participation rate | 44.4% | 67.2%-22.8pp | 71.8%-27.4pp | 69.3%-24.9pp |
| Annual return | 6.29% | 13.35%-7.1pp | 12.99%-6.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,495 | $2,395+45.9% | $2,931+19.3% | $3,203+9.1% |
| Admin fee / account holder | $1,514 | $3,691-59.0% | $4,381-65.4% | $4,296-64.8% |