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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 | $49,698 | $51,283-3.1% | $95,759-48.1% | $71,529-30.5% |
| Participation rate | 40.0% | 63.1%-23.1pp | 72.3%-32.3pp | 67.9%-27.9pp |
| Annual return | 24.94% | 25.25%-0.3pp | 28.42%-3.5pp | 28.97%-4.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,836-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $4,610 | $3,365+37.0% | $4,244+8.6% | $4,291+7.4% |
| Admin fee / account holder | $4,384 | $1,135+286.3% | $5,678-22.8% | $1,588+176.0% |