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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 | $47,269 | $110,303-57.1% | $95,759-50.6% | $139,487-66.1% |
| Participation rate | 27.3% | 75.7%-48.5pp | 72.3%-45.0pp | 80.3%-53.1pp |
| Annual return | 11.99% | 27.19%-15.2pp | 28.42%-16.4pp | 373.84%-361.9pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,083 | $4,674-76.8% | $4,244-74.5% | $6,713-83.9% |
| Admin fee / account holder | $1,124 | $6,615-83.0% | $5,678-80.2% | $11,407-90.1% |