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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 | $49,404 | $67,411-26.7% | $91,004-45.7% | $70,131-29.6% |
| Participation rate | 41.2% | 71.4%-30.2pp | 75.6%-34.4pp | 69.5%-28.4pp |
| Annual return | 13.01% | -40.16%+53.2pp | 4.60%+8.4pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,162 | $2,823-23.4% | $3,548-39.1% | $3,332-35.1% |
| Admin fee / account holder | $1,571 | $4,236-62.9% | $5,417-71.0% | $4,645-66.2% |