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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 | $28,021 | $41,377-32.3% | $109,313-74.4% | $62,881-55.4% |
| Participation rate | 51.9% | 57.5%-5.7pp | 71.3%-19.4pp | 69.3%-17.5pp |
| Annual return | 5.96% | 11.05%-5.1pp | 22.07%-16.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,880 | $2,045-8.1% | $3,166-40.6% | $3,203-41.3% |
| Admin fee / account holder | $826 | $2,884-71.3% | $5,666-85.4% | $4,296-80.8% |