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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 | $44,700 | $98,776-54.7% | $149,745-70.1% | $79,856-44.0% |
| Participation rate | 52.9% | 75.8%-22.8pp | 82.5%-29.5pp | 69.6%-16.7pp |
| Annual return | 15.97% | 27.38%-11.4pp | 276.72%-260.7pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,954 | $5,681-30.4% | $6,843-42.2% | $3,741+5.7% |
| Admin fee / account holder | $1,817 | $6,053-70.0% | $9,312-80.5% | $5,306-65.8% |