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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 | $26,125 | $110,278-76.3% | $95,740-72.7% | $139,466-81.3% |
| Participation rate | 54.5% | 75.7%-21.2pp | 72.3%-17.7pp | 80.3%-25.8pp |
| Annual return | 13.31% | 27.19%-13.9pp | 28.41%-15.1pp | 373.66%-360.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,853 | $4,674+3.8% | $4,244+14.4% | $6,712-27.7% |
| Admin fee / account holder | $1,802 | $6,613-72.8% | $5,676-68.3% | $11,409-84.2% |