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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 | $28,537 | $46,877-39.1% | $122,354-76.7% | $70,126-59.3% |
| Participation rate | 48.3% | 58.2%-9.9pp | 71.6%-23.4pp | 69.5%-21.3pp |
| Annual return | 17.41% | 24.22%-6.8pp | 30.28%-12.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,018 | $2,167-6.9% | $3,287-38.6% | $3,332-39.4% |
| Admin fee / account holder | $8,909 | $3,324+168.0% | $5,479+62.6% | $4,645+91.8% |