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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 | $40,762 | $117,433-65.3% | $99,475-59.0% | $152,897-73.3% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.5%-32.5pp |
| Annual return | 14.29% | 31.87%-17.6pp | 30.72%-16.4pp | 345.43%-331.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,610 | $4,086-60.6% | $3,619-55.5% | $5,851-72.5% |
| Admin fee / account holder | $6,038 | $7,634-20.9% | $6,252-3.4% | $11,599-47.9% |