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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 | $45,163 | $48,078-6.1% | $78,676-42.6% | $62,881-28.2% |
| Participation rate | 55.6% | 65.2%-9.6pp | 73.6%-18.0pp | 69.3%-13.7pp |
| Annual return | 4.82% | 31.36%-26.5pp | 62.19%-57.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,854 | $2,587+10.3% | $3,517-18.8% | $3,203-10.9% |
| Admin fee / account holder | $13,380 | $3,206+317.4% | $4,510+196.7% | $4,296+211.5% |