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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 | $45,903 | $92,219-50.2% | $76,767-40.2% | $135,380-66.1% |
| Participation rate | 45.5% | 79.8%-34.3pp | 77.0%-31.5pp | 82.6%-37.2pp |
| Annual return | 3.64% | 5.46%-1.8pp | 2.43%+1.2pp | 519.81%-516.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,506 | $4,508-44.4% | $3,852-34.9% | $5,609-55.3% |
| Admin fee / account holder | $2,682 | $10,749-75.1% | $6,675-59.8% | $10,828-75.2% |