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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 | $50,588 | $126,661-60.1% | $113,397-55.4% | $138,895-63.6% |
| Participation rate | 9.5% | 79.4%-69.9pp | 76.5%-67.0pp | 79.9%-70.4pp |
| Annual return | 18.59% | 25.05%-6.5pp | 23.20%-4.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,994 | $5,693-47.4% | $5,076-41.0% | $6,396-53.2% |
| Admin fee / account holder | $34,955 | $14,549+140.3% | $11,957+192.3% | $12,562+178.3% |