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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 | $45,864 | $109,359-58.1% | $162,171-71.7% | $72,983-37.2% |
| Participation rate | 50.0% | 84.3%-34.3pp | 87.6%-37.6pp | 69.5%-19.5pp |
| Annual return | 20.48% | 25.46%-5.0pp | 115.60%-95.1pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,149 | $5,481-6.1% | $7,297-29.4% | $3,608+42.7% |
| Admin fee / account holder | $1,849 | $7,972-76.8% | $10,843-83.0% | $5,124-63.9% |