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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 | $37,014 | $91,559-59.6% | $133,978-72.4% | $79,856-53.6% |
| Participation rate | 51.6% | 73.3%-21.7pp | 79.8%-28.2pp | 69.6%-18.0pp |
| Annual return | 10.54% | 61.85%-51.3pp | 45.10%-34.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $520 | $2,384-78.2% | $3,919-86.7% | $2,471-78.9% |
| Participant deferral / active EE | $3,592 | $3,734-3.8% | $5,047-28.8% | $3,741-4.0% |
| Admin fee / account holder | $19,111 | $6,321+202.3% | $8,930+114.0% | $5,306+260.1% |