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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 | $45,009 | $89,364-49.6% | $141,177-68.1% | $72,983-38.3% |
| Participation rate | 54.1% | 75.1%-21.0pp | 82.5%-28.4pp | 69.5%-15.4pp |
| Annual return | 30.17% | 111.86%-81.7pp | 71.40%-41.2pp | 81.01%-50.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,067 | $5,419+30.4% | $6,710+5.3% | $3,608+95.9% |
| Admin fee / account holder | $1,424 | $5,959-76.1% | $10,263-86.1% | $5,124-72.2% |