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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 | $52,506 | $40,264+30.4% | $57,349-8.4% | $59,633-12.0% |
| Participation rate | 20.0% | 69.2%-49.2pp | 75.1%-55.1pp | 68.7%-48.7pp |
| Annual return | 0.66% | 27.51%-26.9pp | 24.40%-23.7pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,460 | $2,400-39.2% | $3,162-53.8% | $3,192-54.3% |
| Admin fee / account holder | $2,549 | $2,819-9.6% | $3,356-24.1% | $4,297-40.7% |