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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 | $45,195 | $71,197-36.5% | $93,669-51.7% | $80,925-44.2% |
| Participation rate | 46.2% | 60.4%-14.2pp | 68.7%-22.6pp | 67.7%-21.5pp |
| Annual return | 14.82% | 11.27%+3.5pp | 133.59%-118.8pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,294 | $4,036-43.1% | $4,416-48.0% | $4,299-46.6% |
| Admin fee / account holder | $3,907 | $6,959-43.9% | $8,291-52.9% | $6,940-43.7% |