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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 | $45,028 | $91,179-50.6% | $178,499-74.8% | $79,852-43.6% |
| Participation rate | 39.2% | 69.2%-30.0pp | 81.9%-42.7pp | 69.6%-30.4pp |
| Annual return | 29.96% | 24.19%+5.8pp | 151.10%-121.1pp | 31.72%-1.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,949 | $3,236-39.8% | $5,202-62.5% | $3,740-47.9% |
| Admin fee / account holder | $785 | $6,749-88.4% | $13,986-94.4% | $5,306-85.2% |