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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 | $41,590 | $108,882-61.8% | $96,754-57.0% | $154,746-73.1% |
| Participation rate | 53.8% | 75.1%-21.2pp | 70.3%-16.4pp | 80.7%-26.9pp |
| Annual return | 16.57% | 98.39%-81.8pp | 82.04%-65.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,139 | $5,323+128.1% | $4,758+155.1% | $6,730+80.4% |
| Admin fee / account holder | $13,627 | $10,200+33.6% | $8,905+53.0% | $14,365-5.1% |