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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 | $52,301 | $60,349-13.3% | $74,184-29.5% | $62,881-16.8% |
| Participation rate | 45.3% | 72.7%-27.4pp | 76.6%-31.3pp | 69.3%-24.0pp |
| Annual return | 5.91% | 21.38%-15.5pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,091 | $2,856-26.8% | $3,550-41.1% | $3,203-34.7% |
| Admin fee / account holder | $825 | $4,261-80.6% | $5,586-85.2% | $4,296-80.8% |