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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 | $48,290 | $89,367-46.0% | $141,191-65.8% | $72,975-33.8% |
| Participation rate | 50.6% | 75.1%-24.6pp | 82.5%-31.9pp | 69.5%-18.9pp |
| Annual return | 23.61% | 111.87%-88.3pp | 71.41%-47.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,452 | $5,419+0.6% | $6,710-18.7% | $3,608+51.1% |
| Admin fee / account holder | $1,779 | $5,957-70.1% | $10,264-82.7% | $5,124-65.3% |