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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 | $45,704 | $121,656-62.4% | $104,614-56.3% | $158,950-71.2% |
| Participation rate | 46.2% | 77.5%-31.4pp | 74.1%-27.9pp | 82.0%-35.8pp |
| Annual return | 4.14% | 465.51%-461.4pp | 340.56%-336.4pp | 302.91%-298.8pp |
| Employer contribution / active EE | $0 | $3,164-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,069 | $4,177-50.5% | $3,739-44.7% | $5,983-65.4% |
| Admin fee / account holder | $4,249 | $7,775-45.3% | $6,464-34.3% | $11,248-62.2% |