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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 | $55,800 | $81,331-31.4% | $155,534-64.1% | $80,935-31.1% |
| Participation rate | 47.1% | 66.3%-19.1pp | 78.2%-31.1pp | 67.7%-20.5pp |
| Annual return | 10.80% | 33.37%-22.6pp | 64.92%-54.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,033 | $3,454-70.1% | $5,630-81.6% | $4,299-76.0% |
| Admin fee / account holder | $6,154 | $7,999-23.1% | $15,900-61.3% | $6,924-11.1% |