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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 | $114,013-74.8% | $103,693-72.2% | $155,188-81.5% |
| Participation rate | 45.8% | 75.2%-29.4pp | 72.6%-26.8pp | 80.8%-35.0pp |
| Annual return | 18.81% | 49.31%-30.5pp | 47.61%-28.8pp | 148.84%-130.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,129 | $4,970-16.9% | $4,579-9.8% | $6,531-36.8% |
| Admin fee / account holder | $1,685 | $8,407-80.0% | $7,858-78.6% | $14,480-88.4% |