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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 | $47,682 | $95,453-50.0% | $112,040-57.4% | $82,448-42.2% |
| Participation rate | 25.5% | 72.8%-47.3pp | 76.5%-51.0pp | 68.1%-42.6pp |
| Annual return | 18.89% | 23.92%-5.0pp | 24.52%-5.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,001 | $4,224-52.6% | $5,098-60.8% | $4,139-51.7% |
| Admin fee / account holder | $1,506 | $9,013-83.3% | $12,098-87.6% | $7,234-79.2% |