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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 | $60,643 | $89,367-32.1% | $141,191-57.0% | $72,975-16.9% |
| Participation rate | 46.2% | 75.1%-29.0pp | 82.5%-36.3pp | 69.5%-23.3pp |
| Annual return | 26.29% | 111.87%-85.6pp | 71.41%-45.1pp | 81.01%-54.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,383 | $5,419-37.6% | $6,710-49.6% | $3,608-6.2% |
| Admin fee / account holder | $1,406 | $5,957-76.4% | $10,264-86.3% | $5,124-72.6% |