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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 | $51,798 | $86,294-40.0% | $111,303-53.5% | $85,856-39.7% |
| Participation rate | 64.0% | 73.3%-9.3pp | 77.3%-13.3pp | 69.3%-5.3pp |
| Annual return | 12.50% | 19.99%-7.5pp | 54.66%-42.2pp | 318.58%-306.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,421 | $3,641-6.0% | $4,487-23.8% | $3,952-13.4% |
| Admin fee / account holder | $3,839 | $8,189-53.1% | $7,966-51.8% | $6,261-38.7% |