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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 | $45,835 | $77,416-40.8% | $69,464-34.0% | $152,897-70.0% |
| Participation rate | 10.0% | 78.1%-68.1pp | 74.6%-64.6pp | 82.5%-72.5pp |
| Annual return | 26.39% | 39.08%-12.7pp | 28.98%-2.6pp | 345.43%-319.0pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $950 | $4,413-78.5% | $3,536-73.1% | $5,851-83.8% |
| Admin fee / account holder | $507 | $6,208-91.8% | $3,840-86.8% | $11,599-95.6% |