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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 | $45,454 | $110,307-58.8% | $96,576-52.9% | $139,456-67.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 10.21% | 26.40%-16.2pp | 25.87%-15.7pp | 373.45%-363.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,374 | $5,547-21.2% | $4,851-9.8% | $6,711-34.8% |
| Admin fee / account holder | $5,730 | $11,597-50.6% | $8,253-30.6% | $11,407-49.8% |