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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 | $53,818 | $93,617-42.5% | $135,982-60.4% | $75,177-28.4% |
| Participation rate | 25.0% | 75.2%-50.2pp | 81.9%-56.9pp | 67.2%-42.2pp |
| Annual return | 19.05% | 30.89%-11.8pp | 68.32%-49.3pp | 160.75%-141.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,715 | $6,406-57.6% | $7,760-65.0% | $4,126-34.2% |
| Admin fee / account holder | $865 | $6,980-87.6% | $10,767-92.0% | $5,651-84.7% |