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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 | $61,256 | $157,829-61.2% | $136,867-55.2% | $198,609-69.2% |
| Participation rate | 44.4% | 77.2%-32.7pp | 74.5%-30.1pp | 82.4%-37.9pp |
| Annual return | 12.45% | 51.25%-38.8pp | 42.97%-30.5pp | 202.70%-190.2pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,971 | $5,463-45.6% | $4,924-39.7% | $6,977-57.4% |
| Admin fee / account holder | $8,552 | $11,107-23.0% | $10,340-17.3% | $19,030-55.1% |