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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 | $37,426 | $165,939-77.4% | $122,354-69.4% | $147,586-74.6% |
| Participation rate | 45.5% | 79.6%-34.1pp | 71.6%-26.2pp | 82.8%-37.4pp |
| Annual return | 17.25% | 34.56%-17.3pp | 30.28%-13.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,190 | $4,005-20.4% | $3,287-3.0% | $5,439-41.4% |
| Admin fee / account holder | $1,972 | $7,425-73.4% | $5,479-64.0% | $10,886-81.9% |