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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 | $57,638 | $90,486-36.3% | $78,676-26.7% | $273,972-79.0% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 8.66% | 75.62%-67.0pp | 62.19%-53.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,322 | $3,901+10.8% | $3,517+22.9% | $5,287-18.3% |
| Admin fee / account holder | $6,366 | $5,263+20.9% | $4,510+41.1% | $10,133-37.2% |