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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 | $58,498 | $77,908-24.9% | $149,696-60.9% | $75,173-22.2% |
| Participation rate | 49.5% | 65.6%-16.1pp | 78.8%-29.3pp | 67.2%-17.7pp |
| Annual return | 17.43% | 31.73%-14.3pp | 134.46%-117.0pp | 160.72%-143.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,279 | $3,411+54.8% | $5,682-7.1% | $4,126+27.9% |
| Admin fee / account holder | $8,710 | $5,950+46.4% | $13,212-34.1% | $5,651+54.1% |