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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 | $46,293 | $111,335-58.4% | $214,702-78.4% | $65,306-29.1% |
| Participation rate | 59.8% | 77.5%-17.7pp | 87.5%-27.7pp | 57.7%+2.1pp |
| Annual return | 20.92% | 22.64%-1.7pp | 54.55%-33.6pp | 21.94%-1.0pp |
| Employer contribution / active EE | $0 | $3,806-100.0% | $6,461-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $7,853 | $5,927+32.5% | $9,147-14.1% | $2,959+165.4% |
| Admin fee / account holder | $5,315 | $5,028+5.7% | $19,830-73.2% | $3,480+52.7% |