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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 | $56,329 | $90,400-37.7% | $186,193-69.7% | $87,485-35.6% |
| Participation rate | 47.8% | 66.2%-18.4pp | 77.1%-29.4pp | 68.9%-21.2pp |
| Annual return | 18.22% | 22.15%-3.9pp | 78.03%-59.8pp | 26.06%-7.8pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,835 | $4,330-57.6% | $6,513-71.8% | $4,274-57.1% |
| Admin fee / account holder | $5,290 | $8,673-39.0% | $11,058-52.2% | $7,775-32.0% |