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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 | $58,286 | $116,203-49.8% | $93,621-37.7% | $152,897-61.9% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.8%-29.7pp | 82.5%-36.3pp |
| Annual return | 16.87% | 35.96%-19.1pp | 32.76%-15.9pp | 345.43%-328.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,124 | $4,605-53.9% | $4,070-47.8% | $5,851-63.7% |
| Admin fee / account holder | $10,969 | $10,751+2.0% | $7,890+39.0% | $11,599-5.4% |