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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 | $43,795 | $135,956-67.8% | $123,894-64.7% | $273,972-84.0% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 18.45% | 56.63%-38.2pp | 47.52%-29.1pp | 41.46%-23.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $23,894 | $6,343+276.7% | $5,984+299.3% | $5,287+351.9% |
| Admin fee / account holder | $5,651 | $9,817-42.4% | $8,357-32.4% | $10,133-44.2% |