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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 | $44,450 | $91,037-51.2% | $71,671-38.0% | $147,586-69.9% |
| Participation rate | 20.0% | 76.1%-56.1pp | 68.7%-48.7pp | 82.8%-62.8pp |
| Annual return | 15.84% | 20.48%-4.6pp | 20.65%-4.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,008 | $4,498-55.4% | $3,438-41.6% | $5,439-63.1% |
| Admin fee / account holder | $9,155 | $8,613+6.3% | $5,558+64.7% | $10,886-15.9% |