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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 | $48,857 | $102,638-52.4% | $81,991-40.4% | $158,966-69.3% |
| Participation rate | 15.4% | 75.5%-60.1pp | 69.3%-53.9pp | 82.0%-66.6pp |
| Annual return | 18.52% | 61.05%-42.5pp | 41.31%-22.8pp | 302.95%-284.4pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,699 | $4,649-63.4% | $3,722-54.3% | $5,983-71.6% |
| Admin fee / account holder | $708 | $8,237-91.4% | $5,665-87.5% | $11,250-93.7% |