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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 | $106,974-51.3% | $90,796-42.6% | $138,895-62.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.5%-19.5pp | 79.9%-29.9pp |
| Annual return | 13.13% | 20.10%-7.0pp | 19.29%-6.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,842 | $4,455+53.6% | $3,822+79.0% | $6,396+7.0% |
| Admin fee / account holder | $2,970 | $8,626-65.6% | $7,024-57.7% | $12,562-76.4% |