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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 | $51,086 | $77,416-34.0% | $69,464-26.5% | $152,897-66.6% |
| Participation rate | 23.8% | 78.1%-54.3pp | 74.6%-50.8pp | 82.5%-58.6pp |
| Annual return | 20.02% | 39.08%-19.1pp | 28.98%-9.0pp | 345.43%-325.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $891 | $4,413-79.8% | $3,536-74.8% | $5,851-84.8% |
| Admin fee / account holder | $302 | $6,208-95.1% | $3,840-92.1% | $11,599-97.4% |