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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 | $57,693 | $124,314-53.6% | $109,163-47.1% | $167,518-65.6% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.6pp |
| Annual return | 16.42% | 26.04%-9.6pp | 25.75%-9.3pp | 478.71%-462.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,509 | $5,256-33.2% | $4,654-24.6% | $6,342-44.7% |
| Admin fee / account holder | $384 | $7,973-95.2% | $6,754-94.3% | $12,312-96.9% |