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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 | $49,088 | $107,809-54.5% | $97,032-49.4% | $155,188-68.4% |
| Participation rate | 26.1% | 75.5%-49.4pp | 71.6%-45.5pp | 80.8%-54.7pp |
| Annual return | 11.95% | 38.06%-26.1pp | 35.38%-23.4pp | 148.84%-136.9pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,333 | $5,129-74.0% | $4,672-71.5% | $6,531-79.6% |
| Admin fee / account holder | $537 | $10,717-95.0% | $9,418-94.3% | $14,480-96.3% |