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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 | $46,725 | $132,099-64.6% | $115,599-59.6% | $138,895-66.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.3%-24.3pp | 79.9%-29.9pp |
| Annual return | 19.60% | 176.76%-157.2pp | 111.10%-91.5pp | 145.39%-125.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,356 | $5,617-58.1% | $4,889-51.8% | $6,396-63.2% |
| Admin fee / account holder | $23,373 | $15,650+49.4% | $12,841+82.0% | $12,562+86.1% |