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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 | $49,988 | $97,289-48.6% | $92,805-46.1% | $155,188-67.8% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 12.53% | 29.03%-16.5pp | 31.59%-19.1pp | 148.84%-136.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,095 | $8,795-42.1% | $8,448-39.7% | $6,531-22.0% |
| Admin fee / account holder | $41,570 | $12,015+246.0% | $10,911+281.0% | $14,480+187.1% |