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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 | $37,791 | $59,839-36.8% | $81,988-53.9% | $79,858-52.7% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.3%-19.3pp | 69.6%-19.6pp |
| Annual return | 13.69% | 17.56%-3.9pp | 41.31%-27.6pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,431 | $2,695-9.8% | $3,722-34.7% | $3,740-35.0% |
| Admin fee / account holder | $2,911 | $4,287-32.1% | $5,665-48.6% | $5,306-45.1% |