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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 | $50,285 | $63,365-20.6% | $91,994-45.3% | $72,976-31.1% |
| Participation rate | 46.2% | 72.5%-26.4pp | 78.6%-32.5pp | 69.5%-23.3pp |
| Annual return | 21.47% | 35.35%-13.9pp | 69.04%-47.6pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,633 | $4,883-25.6% | $5,924-38.7% | $3,608+0.7% |
| Admin fee / account holder | $2,699 | $4,670-42.2% | $7,744-65.2% | $5,124-47.3% |