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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 | $48,569 | $185,141-73.8% | $153,416-68.3% | $155,188-68.7% |
| Participation rate | 50.0% | 79.9%-29.9pp | 74.3%-24.3pp | 80.8%-30.8pp |
| Annual return | 6.83% | 18.72%-11.9pp | 17.84%-11.0pp | 148.84%-142.0pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,114 | $5,477-43.1% | $4,723-34.1% | $6,531-52.3% |
| Admin fee / account holder | $933 | $16,005-94.2% | $13,095-92.9% | $14,480-93.6% |