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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 | $94,436-48.2% | $115,599-57.7% | $82,637-40.8% |
| Participation rate | 37.8% | 70.4%-32.6pp | 74.3%-36.4pp | 68.1%-30.2pp |
| Annual return | 16.00% | 18.37%-2.4pp | 111.10%-95.1pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,107 | $3,955-21.4% | $4,889-36.4% | $4,126-24.7% |
| Admin fee / account holder | $4,843 | $10,328-53.1% | $12,841-62.3% | $7,339-34.0% |