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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 | $55,464 | $105,856-47.6% | $90,161-38.5% | $147,586-62.4% |
| Participation rate | 54.5% | 79.7%-25.2pp | 76.9%-22.3pp | 82.8%-28.3pp |
| Annual return | 12.72% | 37.63%-24.9pp | 34.89%-22.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,133 | $5,733-62.8% | $5,287-59.7% | $5,439-60.8% |
| Admin fee / account holder | $14,234 | $8,046+76.9% | $5,943+139.5% | $10,886+30.8% |