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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 | $45,091 | $176,402-74.4% | $134,162-66.4% | $158,982-71.6% |
| Participation rate | 27.8% | 78.7%-50.9pp | 72.2%-44.4pp | 82.0%-54.2pp |
| Annual return | 5.26% | 63.66%-58.4pp | 36.35%-31.1pp | 302.99%-297.7pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,901 | $4,093-29.1% | $3,500-17.1% | $5,983-51.5% |
| Admin fee / account holder | $1,270 | $8,719-85.4% | $6,685-81.0% | $11,252-88.7% |