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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 | $43,995 | $103,392-57.4% | $87,104-49.5% | $152,897-71.2% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 15.05% | 28.10%-13.1pp | 28.19%-13.1pp | 345.43%-330.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,986 | $4,778-37.5% | $4,048-26.3% | $5,851-49.0% |
| Admin fee / account holder | $28,075 | $12,194+130.2% | $7,491+274.8% | $11,599+142.0% |