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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 | $50,257 | $77,901-35.5% | $149,717-66.4% | $75,181-33.2% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 20.30% | 31.73%-11.4pp | 134.41%-114.1pp | 160.69%-140.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,998 | $3,411+46.5% | $5,682-12.0% | $4,126+21.1% |
| Admin fee / account holder | $2,523 | $5,949-57.6% | $13,213-80.9% | $5,650-55.3% |