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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 | $51,721 | $106,524-51.4% | $152,301-66.0% | $87,485-40.9% |
| Participation rate | 20.7% | 75.8%-55.1pp | 82.4%-61.8pp | 68.9%-48.2pp |
| Annual return | 14.42% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,120 | $6,525-36.9% | $8,004-48.5% | $4,274-3.6% |
| Admin fee / account holder | $33,644 | $8,287+306.0% | $14,398+133.7% | $7,775+332.7% |