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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 | $54,736 | $100,279-45.4% | $81,353-32.7% | $145,884-62.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 14.85% | 34.49%-19.6pp | 24.82%-10.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,158 | $4,611+11.9% | $3,885+32.8% | $6,690-22.9% |
| Admin fee / account holder | $1,015 | $8,206-87.6% | $5,766-82.4% | $13,392-92.4% |