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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 | $57,142 | $93,589-38.9% | $135,942-58.0% | $75,181-24.0% |
| Participation rate | 49.0% | 75.2%-26.2pp | 81.9%-32.9pp | 67.2%-18.2pp |
| Annual return | 18.67% | 30.90%-12.2pp | 68.28%-49.6pp | 160.69%-142.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,353 | $6,405-32.0% | $7,759-43.9% | $4,126+5.5% |
| Admin fee / account holder | $13,651 | $6,977+95.6% | $10,764+26.8% | $5,650+141.6% |