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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 | $51,343 | $67,606-24.1% | $82,313-37.6% | $70,124-26.8% |
| Participation rate | 23.3% | 72.8%-49.4pp | 76.9%-53.6pp | 69.5%-46.2pp |
| Annual return | 13.47% | 21.57%-8.1pp | 25.88%-12.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,451 | $2,987-18.0% | $3,706-33.9% | $3,332-26.4% |
| Admin fee / account holder | $10,122 | $4,512+124.3% | $5,608+80.5% | $4,645+117.9% |