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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 | $40,792 | $106,588-61.7% | $94,215-56.7% | $155,188-73.7% |
| Participation rate | 45.5% | 74.3%-28.8pp | 70.0%-24.5pp | 80.8%-35.3pp |
| Annual return | 12.89% | 29.39%-16.5pp | 28.22%-15.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,089 | $4,802-56.5% | $4,276-51.2% | $6,531-68.0% |
| Admin fee / account holder | $5,839 | $12,281-52.5% | $10,216-42.8% | $14,480-59.7% |