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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 | $45,800 | $97,648-53.1% | $121,663-62.4% | $87,485-47.6% |
| Participation rate | 46.9% | 70.5%-23.5pp | 74.5%-27.6pp | 68.9%-22.0pp |
| Annual return | 14.44% | 18.03%-3.6pp | 147.54%-133.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,278 | $3,923-41.9% | $4,887-53.4% | $4,274-46.7% |
| Admin fee / account holder | $6,879 | $11,100-38.0% | $14,289-51.9% | $7,775-11.5% |