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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 | $45,270 | $81,643-44.6% | $70,462-35.8% | $158,950-71.5% |
| Participation rate | 69.6% | 77.7%-8.2pp | 75.1%-5.5pp | 82.0%-12.4pp |
| Annual return | 15.01% | 208.51%-193.5pp | 109.08%-94.1pp | 302.91%-287.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,296 | $4,555-27.6% | $3,710-11.1% | $5,983-44.9% |
| Admin fee / account holder | $4,189 | $6,194-32.4% | $3,845+8.9% | $11,248-62.8% |