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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 | $51,754 | $95,453-45.8% | $112,040-53.8% | $82,448-37.2% |
| Participation rate | 46.9% | 72.8%-25.9pp | 76.5%-29.6pp | 68.1%-21.2pp |
| Annual return | 18.76% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,527 | $4,224-40.2% | $5,098-50.4% | $4,139-38.9% |
| Admin fee / account holder | $25,311 | $9,013+180.8% | $12,098+109.2% | $7,234+249.9% |