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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 | $76,030 | $99,994-24.0% | $146,647-48.2% | $85,851-11.4% |
| Participation rate | 48.1% | 73.1%-24.9pp | 80.1%-31.9pp | 69.3%-21.2pp |
| Annual return | 14.11% | 18.93%-4.8pp | 22.75%-8.6pp | 318.63%-304.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,245 | $4,006+30.9% | $5,506-4.7% | $3,952+32.7% |
| Admin fee / account holder | $457 | $7,703-94.1% | $10,281-95.6% | $6,261-92.7% |