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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 | $45,199 | $85,169-46.9% | $172,755-73.8% | $72,983-38.1% |
| Participation rate | 45.2% | 70.1%-24.9pp | 82.6%-37.5pp | 69.5%-24.3pp |
| Annual return | 20.54% | 27.32%-6.8pp | 802.94%-782.4pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,356 | $3,260-27.7% | $5,198-54.7% | $3,608-34.7% |
| Admin fee / account holder | $3,304 | $5,880-43.8% | $13,955-76.3% | $5,124-35.5% |