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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 | $58,840 | $76,551-23.1% | $123,894-52.5% | $62,881-6.4% |
| Participation rate | 50.9% | 73.0%-22.1pp | 81.4%-30.5pp | 69.3%-18.4pp |
| Annual return | 7.81% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,421 | $4,840-50.0% | $5,984-59.5% | $3,203-24.4% |
| Admin fee / account holder | $560 | $4,826-88.4% | $8,357-93.3% | $4,296-87.0% |