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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 | $52,471 | $77,638-32.4% | $156,551-66.5% | $62,881-16.6% |
| Participation rate | 47.6% | 71.2%-23.6pp | 84.0%-36.4pp | 69.3%-21.7pp |
| Annual return | 6.79% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,365 | $3,046-22.3% | $4,871-51.4% | $3,203-26.2% |
| Admin fee / account holder | $1,144 | $5,561-79.4% | $13,028-91.2% | $4,296-73.4% |