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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 | $97,289-51.6% | $92,805-49.2% | $155,188-69.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 13.66% | 29.03%-15.4pp | 31.59%-17.9pp | 148.84%-135.2pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,250 | $8,795+16.5% | $8,448+21.3% | $6,531+56.9% |
| Admin fee / account holder | $540 | $12,015-95.5% | $10,911-95.1% | $14,480-96.3% |