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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 | $50,567 | $100,970-49.9% | $96,576-47.6% | $137,256-63.2% |
| Participation rate | 58.8% | 82.6%-23.8pp | 81.4%-22.6pp | 80.0%-21.1pp |
| Annual return | 16.95% | 38.16%-21.2pp | 38.47%-21.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,981 | $8,286-64.0% | $7,956-62.5% | $6,407-53.5% |
| Admin fee / account holder | $1,538 | $11,312-86.4% | $11,381-86.5% | $12,270-87.5% |