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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 | $51,691 | $91,120-43.3% | $161,149-67.9% | $64,097-19.4% |
| Participation rate | 27.7% | 62.2%-34.5pp | 78.8%-51.1pp | 55.2%-27.5pp |
| Annual return | 15.55% | 17.95%-2.4pp | 21.16%-5.6pp | 34.64%-19.1pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $4,360-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,240 | $3,708-39.6% | $6,153-63.6% | $3,080-27.3% |
| Admin fee / account holder | $1,814 | $4,535-60.0% | $15,194-88.1% | $3,454-47.5% |