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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 | $44,112 | $89,364-50.6% | $141,177-68.8% | $72,983-39.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 19.77% | 111.86%-92.1pp | 71.40%-51.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,643 | $5,419-51.2% | $6,710-60.6% | $3,608-26.7% |
| Admin fee / account holder | $5,173 | $5,959-13.2% | $10,263-49.6% | $5,124+1.0% |