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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 | $52,073 | $102,245-49.1% | $89,340-41.7% | $137,256-62.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 13.13% | 21.89%-8.8pp | 20.57%-7.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,842 | $4,436+54.2% | $3,823+79.0% | $6,407+6.8% |
| Admin fee / account holder | $2,970 | $8,085-63.3% | $6,704-55.7% | $12,270-75.8% |