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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 | $44,417 | $50,554-12.1% | $67,681-34.4% | $87,485-49.2% |
| Participation rate | 47.4% | 67.7%-20.3pp | 73.7%-26.3pp | 68.9%-21.5pp |
| Annual return | 12.20% | 17.81%-5.6pp | 590.58%-578.4pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,863 | $2,961-3.3% | $3,976-28.0% | $4,274-33.0% |
| Admin fee / account holder | $5,188 | $4,132+25.5% | $6,100-14.9% | $7,775-33.3% |