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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 | $44,336 | $77,449-42.8% | $69,483-36.2% | $152,909-71.0% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.6%-34.6pp | 82.5%-42.5pp |
| Annual return | 13.26% | 39.09%-25.8pp | 28.99%-15.7pp | 345.46%-332.2pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,945 | $4,415-55.9% | $3,537-45.0% | $5,851-66.8% |
| Admin fee / account holder | $1,253 | $6,210-79.8% | $3,841-67.4% | $11,601-89.2% |