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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 | $49,212 | $208,088-76.4% | $186,193-73.6% | $154,746-68.2% |
| Participation rate | 27.3% | 80.0%-52.7pp | 77.1%-49.8pp | 80.7%-53.4pp |
| Annual return | 14.45% | 89.97%-75.5pp | 78.03%-63.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,701 | $7,078-76.0% | $6,513-73.9% | $6,730-74.7% |
| Admin fee / account holder | $1,182 | $11,698-89.9% | $11,058-89.3% | $14,365-91.8% |