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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 | $44,459 | $165,939-73.2% | $122,354-63.7% | $147,586-69.9% |
| Participation rate | 17.6% | 79.6%-61.9pp | 71.6%-54.0pp | 82.8%-65.2pp |
| Annual return | 8.61% | 34.56%-25.9pp | 30.28%-21.7pp | 578.59%-570.0pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,634 | $4,005-59.2% | $3,287-50.3% | $5,439-70.0% |
| Admin fee / account holder | $1,623 | $7,425-78.1% | $5,479-70.4% | $10,886-85.1% |