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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 | $45,273 | $129,239-65.0% | $93,419-51.5% | $158,966-71.5% |
| Participation rate | 43.8% | 70.9%-27.2pp | 66.8%-23.0pp | 82.0%-38.2pp |
| Annual return | 12.23% | 118.21%-106.0pp | 78.05%-65.8pp | 302.95%-290.7pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,297 | $3,909-66.8% | $3,126-58.5% | $5,983-78.3% |
| Admin fee / account holder | $5,720 | $7,383-22.5% | $5,230+9.4% | $11,250-49.2% |