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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 | $45,430 | $157,829-71.2% | $136,867-66.8% | $198,609-77.1% |
| Participation rate | 57.1% | 77.2%-20.0pp | 74.5%-17.4pp | 82.4%-25.2pp |
| Annual return | 17.00% | 51.25%-34.2pp | 42.97%-26.0pp | 202.70%-185.7pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,333 | $5,463-2.4% | $4,924+8.3% | $6,977-23.6% |
| Admin fee / account holder | $15,462 | $11,107+39.2% | $10,340+49.5% | $19,030-18.8% |