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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 | $47,101 | $107,666-56.3% | $102,184-53.9% | $154,746-69.6% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 13.66% | 29.33%-15.7pp | 31.58%-17.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,250 | $8,719+17.6% | $8,309+23.4% | $6,730+52.3% |
| Admin fee / account holder | $540 | $12,943-95.8% | $11,609-95.4% | $14,365-96.2% |