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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 | $45,338 | $108,825-58.3% | $156,181-71.0% | $82,448-45.0% |
| Participation rate | 57.6% | 72.4%-14.7pp | 78.8%-21.2pp | 68.1%-10.4pp |
| Annual return | 13.04% | 20.59%-7.5pp | 64.87%-51.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,185 | $4,577-52.3% | $6,132-64.4% | $4,139-47.2% |
| Admin fee / account holder | $14,435 | $9,341+54.5% | $14,586-1.0% | $7,234+99.5% |