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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 | $44,012 | $63,342-30.5% | $92,236-52.3% | $70,131-37.2% |
| Participation rate | 54.3% | 68.7%-14.3pp | 76.5%-22.1pp | 69.5%-15.2pp |
| Annual return | 14.01% | 530.15%-516.1pp | 176.29%-162.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,385 | $2,854-51.5% | $3,897-64.5% | $3,332-58.4% |
| Admin fee / account holder | $369 | $3,840-90.4% | $5,194-92.9% | $4,645-92.0% |