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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 | $50,719 | $97,125-47.8% | $86,233-41.2% | $137,256-63.0% |
| Participation rate | 23.1% | 74.2%-51.1pp | 69.0%-45.9pp | 80.0%-56.9pp |
| Annual return | 18.15% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,816 | $5,180-45.6% | $4,559-38.2% | $6,407-56.0% |
| Admin fee / account holder | $835 | $9,725-91.4% | $8,342-90.0% | $12,270-93.2% |