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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 | $47,021 | $93,346-49.6% | $71,796-34.5% | $273,972-82.8% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.1%-5.5pp | 83.0%-19.4pp |
| Annual return | 10.15% | 130.39%-120.2pp | 78.04%-67.9pp | 41.46%-31.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,535 | $3,475-55.8% | $2,794-45.1% | $5,287-71.0% |
| Admin fee / account holder | $2,666 | $6,571-59.4% | $4,815-44.6% | $10,133-73.7% |