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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 | $56,215 | $90,400-37.8% | $186,193-69.8% | $87,485-35.7% |
| Participation rate | 44.7% | 66.2%-21.5pp | 77.1%-32.4pp | 68.9%-24.3pp |
| Annual return | 19.80% | 22.15%-2.3pp | 78.03%-58.2pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,034 | $4,330-29.9% | $6,513-53.4% | $4,274-29.0% |
| Admin fee / account holder | $1,129 | $8,673-87.0% | $11,058-89.8% | $7,775-85.5% |