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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 | $51,613 | $94,439-45.3% | $73,658-29.9% | $154,746-66.6% |
| Participation rate | 18.2% | 64.7%-46.5pp | 57.0%-38.9pp | 80.7%-62.5pp |
| Annual return | 5.38% | 28.25%-22.9pp | 29.72%-24.3pp | 172.34%-167.0pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,797 | $2,527+10.7% | $2,062+35.7% | $6,730-58.4% |
| Admin fee / account holder | $522 | $3,843-86.4% | $3,357-84.4% | $14,365-96.4% |