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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 | $44,417 | $55,457-19.9% | $77,361-42.6% | $94,015-52.8% |
| Participation rate | 47.4% | 69.8%-22.4pp | 75.0%-27.5pp | 70.8%-23.4pp |
| Annual return | 12.20% | 15.57%-3.4pp | 1011.54%-999.3pp | 17.84%-5.6pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,863 | $3,069-6.7% | $3,911-26.8% | $4,249-32.6% |
| Admin fee / account holder | $5,188 | $4,334+19.7% | $5,894-12.0% | $8,951-42.0% |