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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 | $58,406 | $82,133-28.9% | $147,318-60.4% | $64,097-8.9% |
| Participation rate | 47.0% | 62.3%-15.3pp | 82.1%-35.1pp | 55.2%-8.2pp |
| Annual return | 19.72% | 78.78%-59.1pp | 70.43%-50.7pp | 34.64%-14.9pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $8,020 | $5,407+48.3% | $7,906+1.4% | $3,080+160.4% |
| Admin fee / account holder | $8,548 | $3,730+129.2% | $13,708-37.6% | $3,454+147.5% |