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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 | $57,620 | $103,392-44.3% | $87,104-33.8% | $152,897-62.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 17.44% | 28.10%-10.7pp | 28.19%-10.7pp | 345.43%-328.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,149 | $4,778-55.0% | $4,048-46.9% | $5,851-63.3% |
| Admin fee / account holder | $3,451 | $12,194-71.7% | $7,491-53.9% | $11,599-70.2% |