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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 | $45,959 | $56,054-18.0% | $171,082-73.1% | $62,881-26.9% |
| Participation rate | 48.5% | 62.9%-14.4pp | 76.7%-28.2pp | 69.3%-20.8pp |
| Annual return | 7.84% | 22.52%-14.7pp | 32.56%-24.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,339 | $3,158-57.6% | $4,797-72.1% | $3,203-58.2% |
| Admin fee / account holder | $387 | $3,647-89.4% | $8,520-95.5% | $4,296-91.0% |