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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 | $42,351 | $78,705-46.2% | $117,860-64.1% | $70,124-39.6% |
| Participation rate | 56.7% | 73.2%-16.5pp | 79.7%-23.0pp | 69.5%-12.9pp |
| Annual return | 16.99% | 23.30%-6.3pp | 335.10%-318.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,836 | $3,297-44.3% | $4,482-59.0% | $3,332-44.9% |
| Admin fee / account holder | $4,716 | $5,065-6.9% | $8,021-41.2% | $4,645+1.5% |