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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 | $51,755 | $73,978-30.0% | $96,515-46.4% | $75,173-31.2% |
| Participation rate | 54.8% | 66.4%-11.6pp | 74.3%-19.5pp | 67.2%-12.4pp |
| Annual return | 18.76% | 26.72%-8.0pp | 35.73%-17.0pp | 160.72%-142.0pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,325 | $3,660+18.2% | $4,880-11.4% | $4,126+4.8% |
| Admin fee / account holder | $2,522 | $5,219-51.7% | $6,735-62.6% | $5,651-55.4% |