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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 | $50,709 | $53,837-5.8% | $75,714-33.0% | $85,847-40.9% |
| Participation rate | 52.0% | 69.1%-17.1pp | 74.8%-22.8pp | 69.3%-17.3pp |
| Annual return | 23.87% | 24.54%-0.7pp | 104.62%-80.7pp | 318.61%-294.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,240 | $2,895-22.7% | $3,820-41.4% | $3,952-43.3% |
| Admin fee / account holder | $3,294 | $3,339-1.4% | $3,619-9.0% | $6,261-47.4% |