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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 | $48,915 | $101,950-52.0% | $125,529-61.0% | $86,983-43.8% |
| Participation rate | 37.8% | 70.2%-32.3pp | 74.7%-36.9pp | 69.5%-31.7pp |
| Annual return | 16.00% | 18.29%-2.3pp | 202.56%-186.6pp | 25.83%-9.8pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,107 | $3,862-19.5% | $4,813-35.4% | $4,194-25.9% |
| Admin fee / account holder | $4,843 | $12,791-62.1% | $16,298-70.3% | $7,856-38.4% |