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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 | $42,246 | $57,119-26.0% | $85,187-50.4% | $80,935-47.8% |
| Participation rate | 47.4% | 56.4%-9.0pp | 67.5%-20.2pp | 67.7%-20.3pp |
| Annual return | 14.86% | 21.70%-6.8pp | 66.67%-51.8pp | 35.66%-20.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,550 | $3,115+14.0% | $4,525-21.5% | $4,299-17.4% |
| Admin fee / account holder | $35,939 | $4,990+620.2% | $6,162+483.3% | $6,924+419.0% |