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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 | $45,281 | $70,366-35.6% | $66,674-32.1% | $138,895-67.4% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 13.48% | 386.41%-372.9pp | 321.24%-307.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,121 | $4,374-28.6% | $4,084-23.6% | $6,396-51.2% |
| Admin fee / account holder | $581 | $5,262-89.0% | $5,098-88.6% | $12,562-95.4% |