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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 | $20,384 | $90,486-77.5% | $78,676-74.1% | $273,972-92.6% |
| Participation rate | 45.0% | 76.5%-31.5pp | 73.6%-28.6pp | 83.0%-38.0pp |
| Annual return | 13.35% | 75.62%-62.3pp | 62.19%-48.8pp | 41.46%-28.1pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,440 | $3,901-37.5% | $3,517-30.6% | $5,287-53.8% |
| Admin fee / account holder | $423 | $5,263-92.0% | $4,510-90.6% | $10,133-95.8% |