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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 | $51,505 | $176,402-70.8% | $134,162-61.6% | $158,982-67.6% |
| Participation rate | 54.5% | 78.7%-24.2pp | 72.2%-17.6pp | 82.0%-27.4pp |
| Annual return | 14.28% | 63.66%-49.4pp | 36.35%-22.1pp | 302.99%-288.7pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $506 | $4,093-87.6% | $3,500-85.5% | $5,983-91.5% |
| Admin fee / account holder | $1,125 | $8,719-87.1% | $6,685-83.2% | $11,252-90.0% |