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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 | $53,511 | $81,208-34.1% | $98,916-45.9% | $79,858-33.0% |
| Participation rate | 43.9% | 72.5%-28.6pp | 76.0%-32.1pp | 69.6%-25.7pp |
| Annual return | 13.01% | 60.99%-48.0pp | 196.45%-183.4pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,459 | $3,265-24.7% | $4,245-42.1% | $3,740-34.2% |
| Admin fee / account holder | $12,056 | $6,013+100.5% | $6,642+81.5% | $5,306+127.2% |