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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 | $48,903 | $55,932-12.6% | $76,735-36.3% | $67,986-28.1% |
| Participation rate | 44.9% | 50.8%-5.9pp | 69.5%-24.6pp | 57.2%-12.3pp |
| Annual return | 14.22% | 23.10%-8.9pp | 29.77%-15.5pp | 31.67%-17.4pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,292 | $2,558-10.4% | $4,088-43.9% | $3,358-31.7% |
| Admin fee / account holder | $9,666 | $4,907+97.0% | $7,189+34.4% | $3,203+201.8% |