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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 | $48,641 | $177,595-72.6% | $148,496-67.2% | $198,609-75.5% |
| Participation rate | 20.0% | 79.3%-59.3pp | 76.0%-56.0pp | 82.4%-62.4pp |
| Annual return | 10.06% | 9.97%+0.1pp | 12.33%-2.3pp | 202.70%-192.6pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,600 | $5,539-35.0% | $4,808-25.1% | $6,977-48.4% |
| Admin fee / account holder | $12,165 | $27,010-55.0% | $19,547-37.8% | $19,030-36.1% |