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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 | $42,128 | $54,541-22.8% | $78,778-46.5% | $70,126-39.9% |
| Participation rate | 46.5% | 60.8%-14.3pp | 69.2%-22.7pp | 69.5%-23.0pp |
| Annual return | 12.61% | 21.07%-8.5pp | 35.62%-23.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,932 | $2,210+32.7% | $2,958-0.9% | $3,332-12.0% |
| Admin fee / account holder | $4,706 | $3,709+26.9% | $5,134-8.3% | $4,645+1.3% |