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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 | $47,454 | $77,574-38.8% | $108,753-56.4% | $86,983-45.4% |
| Participation rate | 27.9% | 62.3%-34.4pp | 71.1%-43.2pp | 69.5%-41.6pp |
| Annual return | 14.95% | 18.42%-3.5pp | 37.47%-22.5pp | 25.83%-10.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,454 | $3,128-53.5% | $4,115-64.7% | $4,194-65.3% |
| Admin fee / account holder | $1,095 | $6,529-83.2% | $10,320-89.4% | $7,856-86.1% |