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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 | $51,963 | $83,898-38.1% | $133,346-61.0% | $94,015-44.7% |
| Participation rate | 51.6% | 63.4%-11.7pp | 72.8%-21.2pp | 70.8%-19.2pp |
| Annual return | 11.80% | 16.00%-4.2pp | 36.85%-25.0pp | 17.84%-6.0pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,903 | $3,245-10.5% | $4,332-33.0% | $4,249-31.7% |
| Admin fee / account holder | $14,494 | $7,809+85.6% | $14,264+1.6% | $8,951+61.9% |