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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 | $48,146 | $110,379-56.4% | $102,412-53.0% | $145,884-67.0% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 15.78% | 24.84%-9.1pp | 24.94%-9.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,071 | $5,622-9.8% | $5,060+0.2% | $6,690-24.2% |
| Admin fee / account holder | $24,299 | $9,745+149.4% | $8,388+189.7% | $13,392+81.4% |