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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 | $44,691 | $51,466-13.2% | $78,778-43.3% | $62,293-28.3% |
| Participation rate | 46.1% | 59.8%-13.7pp | 69.2%-23.1pp | 69.5%-23.4pp |
| Annual return | 15.33% | 19.96%-4.6pp | 35.62%-20.3pp | 28.90%-13.6pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,791 | $2,147-16.6% | $2,958-39.5% | $3,169-43.5% |
| Admin fee / account holder | $2,539 | $489+418.8% | $5,134-50.5% | $479+429.7% |