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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 | $46,845 | $165,939-71.8% | $122,354-61.7% | $147,586-68.3% |
| Participation rate | 30.0% | 79.6%-49.6pp | 71.6%-41.6pp | 82.8%-52.8pp |
| Annual return | 9.57% | 34.56%-25.0pp | 30.28%-20.7pp | 578.59%-569.0pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,347 | $4,005+8.5% | $3,287+32.2% | $5,439-20.1% |
| Admin fee / account holder | $46,568 | $7,425+527.2% | $5,479+750.0% | $10,886+327.8% |