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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 | $42,480 | $54,763-22.4% | $90,324-53.0% | $72,976-41.8% |
| Participation rate | 48.7% | 65.2%-16.4pp | 73.3%-24.6pp | 69.5%-20.8pp |
| Annual return | 21.29% | 30.63%-9.3pp | 78.15%-56.9pp | 81.02%-59.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,669 | $2,887-42.2% | $3,885-57.0% | $3,608-53.7% |
| Admin fee / account holder | $577 | $3,973-85.5% | $5,356-89.2% | $5,124-88.7% |