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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 | $50,313 | $73,787-31.8% | $98,716-49.0% | $82,448-39.0% |
| Participation rate | 47.3% | 61.4%-14.1pp | 69.3%-22.0pp | 68.1%-20.8pp |
| Annual return | 14.36% | 18.57%-4.2pp | 31.81%-17.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,227 | $3,081-27.7% | $4,048-45.0% | $4,139-46.2% |
| Admin fee / account holder | $1,408 | $6,500-78.3% | $8,703-83.8% | $7,234-80.5% |