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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 | $41,968 | $60,349-30.5% | $74,184-43.4% | $62,881-33.3% |
| Participation rate | 46.7% | 72.7%-26.0pp | 76.6%-29.9pp | 69.3%-22.6pp |
| Annual return | 15.40% | 21.38%-6.0pp | 17.74%-2.3pp | 20.14%-4.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,757 | $2,856-38.5% | $3,550-50.5% | $3,203-45.2% |
| Admin fee / account holder | $668 | $4,261-84.3% | $5,586-88.0% | $4,296-84.5% |