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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 | $45,839 | $172,111-73.4% | $150,298-69.5% | $137,256-66.6% |
| Participation rate | 17.4% | 81.7%-64.3pp | 77.8%-60.4pp | 80.0%-62.6pp |
| Annual return | 14.46% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,339 | $6,166-62.1% | $5,453-57.1% | $6,407-63.5% |
| Admin fee / account holder | $5,189 | $16,471-68.5% | $14,116-63.2% | $12,270-57.7% |