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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 | $58,477 | $71,208-17.9% | $93,681-37.6% | $80,911-27.7% |
| Participation rate | 45.1% | 60.4%-15.3pp | 68.7%-23.6pp | 67.6%-22.5pp |
| Annual return | 10.03% | 11.27%-1.2pp | 133.47%-123.4pp | 35.63%-25.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,520 | $4,035-37.6% | $4,415-42.9% | $4,297-41.4% |
| Admin fee / account holder | $1,616 | $6,951-76.7% | $8,290-80.5% | $6,935-76.7% |