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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 | $46,837 | $77,908-39.9% | $149,696-68.7% | $75,173-37.7% |
| Participation rate | 52.2% | 65.6%-13.3pp | 78.8%-26.5pp | 67.2%-15.0pp |
| Annual return | 18.21% | 31.73%-13.5pp | 134.46%-116.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,649 | $3,411+36.3% | $5,682-18.2% | $4,126+12.7% |
| Admin fee / account holder | $2,859 | $5,950-52.0% | $13,212-78.4% | $5,651-49.4% |