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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 | $47,606 | $110,212-56.8% | $96,534-50.7% | $139,466-65.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 16.87% | 26.42%-9.5pp | 25.88%-9.0pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,684 | $5,547-15.6% | $4,851-3.4% | $6,712-30.2% |
| Admin fee / account holder | $15,443 | $11,599+33.1% | $8,253+87.1% | $11,409+35.4% |