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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 | $114,013-60.2% | $103,693-56.2% | $155,188-70.7% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.5pp | 80.8%-23.7pp |
| Annual return | 17.00% | 49.31%-32.3pp | 47.61%-30.6pp | 148.84%-131.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,333 | $4,970+7.3% | $4,579+16.5% | $6,531-18.3% |
| Admin fee / account holder | $15,462 | $8,407+83.9% | $7,858+96.8% | $14,480+6.8% |