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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 | $54,512 | $115,903-53.0% | $100,528-45.8% | $158,966-65.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 13.67% | 34.80%-21.1pp | 30.90%-17.2pp | 302.95%-289.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,483 | $6,677+27.1% | $6,271+35.3% | $5,983+41.8% |
| Admin fee / account holder | $7,411 | $11,000-32.6% | $8,084-8.3% | $11,250-34.1% |