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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 | $49,291 | $53,018-7.0% | $70,014-29.6% | $62,891-21.6% |
| Participation rate | 17.5% | 67.2%-49.7pp | 71.8%-54.4pp | 69.3%-51.8pp |
| Annual return | 6.14% | 13.35%-7.2pp | 12.99%-6.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $268 | $1,799-85.1% | $2,338-88.5% | $2,281-88.3% |
| Participant deferral / active EE | $1,062 | $2,395-55.6% | $2,931-63.7% | $3,203-66.8% |
| Admin fee / account holder | $15,677 | $3,690+324.9% | $4,380+257.9% | $4,296+265.0% |