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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 | $51,794 | $91,559-43.4% | $133,978-61.3% | $79,856-35.1% |
| Participation rate | 55.8% | 73.3%-17.5pp | 79.8%-24.0pp | 69.6%-13.8pp |
| Annual return | 17.34% | 61.85%-44.5pp | 45.10%-27.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,832 | $3,734+29.4% | $5,047-4.3% | $3,741+29.2% |
| Admin fee / account holder | $3,739 | $6,321-40.8% | $8,930-58.1% | $5,306-29.5% |