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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 | $57,046 | $103,038-44.6% | $90,324-36.8% | $152,909-62.7% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 23.37% | 95.25%-71.9pp | 78.15%-54.8pp | 345.46%-322.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,619 | $4,282+7.9% | $3,885+18.9% | $5,851-21.1% |
| Admin fee / account holder | $15,880 | $6,177+157.1% | $5,356+196.5% | $11,601+36.9% |