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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 | $50,084 | $101,950-50.9% | $125,529-60.1% | $86,983-42.4% |
| Participation rate | 44.4% | 70.2%-25.7pp | 74.7%-30.3pp | 69.5%-25.1pp |
| Annual return | 16.00% | 18.29%-2.3pp | 202.56%-186.6pp | 25.83%-9.8pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,818 | $3,862+24.7% | $4,813+0.1% | $4,194+14.9% |
| Admin fee / account holder | $3,826 | $12,791-70.1% | $16,298-76.5% | $7,856-51.3% |