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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 | $43,484 | $60,795-28.5% | $69,461-37.4% | $65,185-33.3% |
| Participation rate | 20.0% | 74.9%-54.9pp | 74.6%-54.6pp | 70.2%-50.2pp |
| Annual return | 16.56% | 17.46%-0.9pp | 28.97%-12.4pp | 29.38%-12.8pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,229 | $3,162-61.1% | $3,536-65.2% | $3,514-65.0% |
| Admin fee / account holder | $10,220 | $314+3158.1% | $3,840+166.2% | $847+1106.4% |