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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 | $56,434 | $215,361-73.8% | $171,082-67.0% | $273,972-79.4% |
| Participation rate | 45.5% | 82.0%-36.6pp | 76.7%-31.2pp | 83.0%-37.6pp |
| Annual return | 6.49% | 25.14%-18.6pp | 32.56%-26.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,822 | $5,543-49.1% | $4,797-41.2% | $5,287-46.6% |
| Admin fee / account holder | $2,173 | $10,846-80.0% | $8,520-74.5% | $10,133-78.6% |