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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 | $41,788 | $98,766-57.7% | $149,730-72.1% | $79,852-47.7% |
| Participation rate | 45.2% | 75.8%-30.5pp | 82.5%-37.2pp | 69.6%-24.4pp |
| Annual return | 12.90% | 27.43%-14.5pp | 276.70%-263.8pp | 31.72%-18.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,840 | $5,681+20.4% | $6,8430% | $3,740+82.9% |
| Admin fee / account holder | $8,472 | $6,052+40.0% | $9,310-9.0% | $5,306+59.7% |