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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 | $74,535-36.3% | $100,712-52.9% | $82,637-42.6% |
| Participation rate | 27.9% | 61.2%-33.3pp | 69.3%-41.4pp | 68.1%-40.1pp |
| Annual return | 14.95% | 18.92%-4.0pp | 33.27%-18.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,454 | $3,074-52.7% | $4,085-64.4% | $4,126-64.8% |
| Admin fee / account holder | $1,095 | $6,576-83.3% | $9,256-88.2% | $7,339-85.1% |