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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 | $54,290 | $77,638-30.1% | $156,551-65.3% | $62,881-13.7% |
| Participation rate | 35.7% | 71.2%-35.5pp | 84.0%-48.3pp | 69.3%-33.6pp |
| Annual return | 5.03% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,144 | $3,046-62.4% | $4,871-76.5% | $3,203-64.3% |
| Admin fee / account holder | $628 | $5,561-88.7% | $13,028-95.2% | $4,296-85.4% |