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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 | $55,883 | $91,198-38.7% | $178,503-68.7% | $79,856-30.0% |
| Participation rate | 51.9% | 69.2%-17.4pp | 81.9%-30.1pp | 69.6%-17.8pp |
| Annual return | 10.27% | 24.20%-13.9pp | 151.12%-140.9pp | 31.71%-21.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,004 | $3,237-38.1% | $5,202-61.5% | $3,741-46.4% |
| Admin fee / account holder | $2,835 | $6,748-58.0% | $13,987-79.7% | $5,306-46.6% |