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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 | $44,458 | $76,551-41.9% | $123,894-64.1% | $62,881-29.3% |
| Participation rate | 51.6% | 73.0%-21.4pp | 81.4%-29.8pp | 69.3%-17.7pp |
| Annual return | 7.58% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,493 | $4,840+34.2% | $5,984+8.5% | $3,203+102.7% |
| Admin fee / account holder | $2,233 | $4,826-53.7% | $8,357-73.3% | $4,296-48.0% |