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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 | $43,267 | $118,467-63.5% | $98,450-56.1% | $139,456-69.0% |
| Participation rate | 54.2% | 77.5%-23.3pp | 75.2%-21.0pp | 80.3%-26.2pp |
| Annual return | 13.82% | 18.95%-5.1pp | 21.16%-7.3pp | 373.45%-359.6pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,874 | $5,393-46.7% | $4,739-39.4% | $6,711-57.2% |
| Admin fee / account holder | $4,636 | $14,057-67.0% | $8,961-48.3% | $11,407-59.4% |