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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 | $38,629 | $86,919-55.6% | $102,457-62.3% | $80,911-52.3% |
| Participation rate | 48.0% | 72.4%-24.4pp | 76.5%-28.5pp | 67.6%-19.6pp |
| Annual return | 17.63% | 18.90%-1.3pp | 29.41%-11.8pp | 35.63%-18.0pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,157 | $4,119+0.9% | $5,054-17.8% | $4,297-3.3% |
| Admin fee / account holder | $394 | $8,049-95.1% | $9,451-95.8% | $6,935-94.3% |