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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 | $50,820 | $110,337-53.9% | $102,383-50.4% | $145,877-65.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 26.95% | 24.83%+2.1pp | 24.94%+2.0pp | 551.28%-524.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,113 | $5,621-26.8% | $5,060-18.7% | $6,691-38.5% |
| Admin fee / account holder | $1,091 | $9,750-88.8% | $8,391-87.0% | $13,402-91.9% |