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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 | $48,047 | $60,349-20.4% | $74,184-35.2% | $62,881-23.6% |
| Participation rate | 41.4% | 72.7%-31.3pp | 76.6%-35.2pp | 69.3%-27.9pp |
| Annual return | 8.15% | 21.38%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,335 | $2,856+51.8% | $3,550+22.1% | $3,203+35.3% |
| Admin fee / account holder | $26,796 | $4,261+528.9% | $5,586+379.7% | $4,296+523.8% |