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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 | $28,776 | $70,366-59.1% | $66,674-56.8% | $138,895-79.3% |
| Participation rate | 45.8% | 76.2%-30.3pp | 73.7%-27.8pp | 79.9%-34.1pp |
| Annual return | 18.81% | 386.41%-367.6pp | 321.24%-302.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,129 | $4,374-5.6% | $4,084+1.1% | $6,396-35.5% |
| Admin fee / account holder | $1,685 | $5,262-68.0% | $5,098-66.9% | $12,562-86.6% |