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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 | $52,029 | $87,180-40.3% | $173,703-70.0% | $94,015-44.7% |
| Participation rate | 41.9% | 65.6%-23.7pp | 75.9%-34.0pp | 70.8%-28.9pp |
| Annual return | 10.06% | 14.17%-4.1pp | 17.46%-7.4pp | 17.84%-7.8pp |
| Employer contribution / active EE | $0 | $2,494-100.0% | $4,288-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,447 | $3,343-56.7% | $4,854-70.2% | $4,249-65.9% |
| Admin fee / account holder | $1,942 | $7,506-74.1% | $15,562-87.5% | $8,951-78.3% |