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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 | $47,114 | $91,179-48.3% | $178,499-73.6% | $79,852-41.0% |
| Participation rate | 26.0% | 69.2%-43.2pp | 81.9%-55.9pp | 69.6%-43.6pp |
| Annual return | 14.62% | 24.19%-9.6pp | 151.10%-136.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,514 | $3,236-53.2% | $5,202-70.9% | $3,740-59.5% |
| Admin fee / account holder | $2,135 | $6,749-68.4% | $13,986-84.7% | $5,306-59.8% |