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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 | $44,646 | $81,446-45.2% | $103,374-56.8% | $80,874-44.8% |
| Participation rate | 48.0% | 66.9%-18.9pp | 74.5%-26.5pp | 67.6%-19.6pp |
| Annual return | 11.79% | 25.57%-13.8pp | 24.89%-13.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,933 | $3,870-50.0% | $5,058-61.8% | $4,297-55.0% |
| Admin fee / account holder | $2,903 | $6,715-56.8% | $8,394-65.4% | $6,935-58.1% |