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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 | $44,505 | $117,846-62.2% | $102,434-56.6% | $145,884-69.5% |
| Participation rate | 22.7% | 78.6%-55.9pp | 76.5%-53.8pp | 80.3%-57.6pp |
| Annual return | 11.91% | 31.90%-20.0pp | 29.46%-17.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,048 | $5,733-29.4% | $5,055-19.9% | $6,690-39.5% |
| Admin fee / account holder | $2,485 | $13,356-81.4% | $9,462-73.7% | $13,392-81.4% |