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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 | $47,151 | $77,920-39.5% | $149,723-68.5% | $75,177-37.3% |
| Participation rate | 19.3% | 65.6%-46.3pp | 78.8%-59.5pp | 67.2%-47.9pp |
| Annual return | 37.08% | 31.72%+5.4pp | 134.50%-97.4pp | 160.75%-123.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,674 | $3,411-50.9% | $5,682-70.5% | $4,126-59.4% |
| Admin fee / account holder | $2,806 | $5,951-52.8% | $13,215-78.8% | $5,651-50.3% |