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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 | $43,549 | $125,193-65.2% | $105,591-58.8% | $145,978-70.2% |
| Participation rate | 53.8% | 77.6%-23.8pp | 75.3%-21.4pp | 80.3%-26.4pp |
| Annual return | 12.28% | 225.53%-213.3pp | 116.43%-104.1pp | 550.52%-538.2pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,558 | $5,708-2.6% | $5,008+11.0% | $6,690-16.9% |
| Admin fee / account holder | $1,818 | $17,277-89.5% | $11,024-83.5% | $13,400-86.4% |