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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 | $48,027 | $48,337-0.6% | $67,560-28.9% | $80,959-40.7% |
| Participation rate | 31.4% | 66.4%-35.1pp | 72.9%-41.6pp | 67.7%-36.3pp |
| Annual return | 16.00% | 18.26%-2.3pp | 3533.50%-3517.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $124 | $2,023-93.9% | $2,737-95.5% | $2,757-95.5% |
| Participant deferral / active EE | $1,096 | $2,928-62.6% | $4,004-72.6% | $4,300-74.5% |
| Admin fee / account holder | $16,187 | $3,695+338.0% | $3,994+305.3% | $6,925+133.7% |