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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 | $47,359 | $70,486-32.8% | $100,528-52.9% | $79,852-40.7% |
| Participation rate | 57.1% | 73.6%-16.5pp | 79.4%-22.3pp | 69.6%-12.5pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,364 | $5,182+3.5% | $6,271-14.5% | $3,740+43.4% |
| Admin fee / account holder | $1,338 | $4,480-70.1% | $8,084-83.4% | $5,306-74.8% |