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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 | $40,760 | $90,397-54.9% | $76,002-46.4% | $145,959-72.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 14.24% | 621.97%-607.7pp | 360.07%-345.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,545 | $5,163-50.7% | $4,257-40.2% | $6,689-61.9% |
| Admin fee / account holder | $6,789 | $8,369-18.9% | $6,414+5.8% | $13,398-49.3% |