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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 | $47,762 | $127,387-62.5% | $115,038-58.5% | $125,389-61.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 0.65% | 31.28%-30.6pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,776 | $6,423-56.8% | $6,026-53.9% | $5,352-48.1% |
| Admin fee / account holder | $16,179 | $9,516+70.0% | $8,175+97.9% | $9,541+69.6% |