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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 | $114,712-60.5% | $173,730-73.9% | $87,485-48.2% |
| Participation rate | 57.6% | 73.0%-15.3pp | 79.6%-21.9pp | 68.9%-11.3pp |
| Annual return | 13.04% | 20.18%-7.1pp | 19.96%-6.9pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,185 | $4,642-52.9% | $6,326-65.5% | $4,274-48.9% |
| Admin fee / account holder | $14,435 | $10,210+41.4% | $17,523-17.6% | $7,775+85.7% |