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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 | $43,971 | $48,078-8.5% | $78,676-44.1% | $62,881-30.1% |
| Participation rate | 47.5% | 65.2%-17.7pp | 73.6%-26.1pp | 69.3%-21.8pp |
| Annual return | 8.88% | 31.36%-22.5pp | 62.19%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,117 | $2,587-18.2% | $3,517-39.8% | $3,203-33.9% |
| Admin fee / account holder | $520 | $3,206-83.8% | $4,510-88.5% | $4,296-87.9% |