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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 | $49,398 | $152,394-67.6% | $124,067-60.2% | $155,188-68.2% |
| Participation rate | 37.5% | 68.8%-31.3pp | 66.9%-29.4pp | 80.8%-43.3pp |
| Annual return | 13.39% | 34.93%-21.5pp | 31.06%-17.7pp | 148.84%-135.5pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,166-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,861 | $3,823-25.2% | $3,463-17.4% | $6,531-56.2% |
| Admin fee / account holder | $51,203 | $6,949+636.8% | $7,351+596.5% | $14,480+253.6% |