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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 | $40,665 | $103,392-60.7% | $87,104-53.3% | $152,897-73.4% |
| Participation rate | 56.5% | 79.4%-22.8pp | 76.9%-20.4pp | 82.5%-25.9pp |
| Annual return | 17.93% | 28.10%-10.2pp | 28.19%-10.3pp | 345.43%-327.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,220 | $4,778-53.5% | $4,048-45.2% | $5,851-62.1% |
| Admin fee / account holder | $5,760 | $12,194-52.8% | $7,491-23.1% | $11,599-50.3% |