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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 | $60,458 | $215,361-71.9% | $171,082-64.7% | $273,972-77.9% |
| Participation rate | 54.2% | 82.0%-27.9pp | 76.7%-22.5pp | 83.0%-28.8pp |
| Annual return | 28.89% | 25.14%+3.8pp | 32.56%-3.7pp | 41.46%-12.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,640 | $5,543-16.3% | $4,797-3.3% | $5,287-12.2% |
| Admin fee / account holder | $42,024 | $10,846+287.5% | $8,520+393.3% | $10,133+314.7% |