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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 | $52,623 | $123,793-57.5% | $177,827-70.4% | $79,858-34.1% |
| Participation rate | 33.3% | 84.7%-51.3pp | 87.7%-54.4pp | 69.6%-36.3pp |
| Annual return | 11.97% | 22.82%-10.8pp | 48.32%-36.4pp | 31.72%-19.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,329 | $5,956-10.5% | $7,713-30.9% | $3,740+42.5% |
| Admin fee / account holder | $5,351 | $7,243-26.1% | $12,429-56.9% | $5,306+0.8% |