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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 | $47,767 | $67,894-29.6% | $89,340-46.5% | $82,448-42.1% |
| Participation rate | 46.3% | 64.0%-17.7pp | 69.6%-23.2pp | 68.1%-21.7pp |
| Annual return | 15.77% | 19.21%-3.4pp | 20.57%-4.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,531 | $3,072-17.6% | $3,823-33.8% | $4,139-38.8% |
| Admin fee / account holder | $4,128 | $5,723-27.9% | $6,704-38.4% | $7,234-42.9% |