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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 | $44,823 | $105,856-57.7% | $90,161-50.3% | $147,586-69.6% |
| Participation rate | 8.3% | 79.7%-71.4pp | 76.9%-68.5pp | 82.8%-74.5pp |
| Annual return | 17.56% | 37.63%-20.1pp | 34.89%-17.3pp | 578.59%-561.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,750 | $5,733-69.5% | $5,287-66.9% | $5,439-67.8% |
| Admin fee / account holder | $18,587 | $8,046+131.0% | $5,943+212.7% | $10,886+70.7% |