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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 | $44,212 | $115,810-61.8% | $101,271-56.3% | $158,966-72.2% |
| Participation rate | 52.9% | 79.4%-26.4pp | 75.8%-22.9pp | 82.0%-29.0pp |
| Annual return | 12.57% | 56.15%-43.6pp | 46.48%-33.9pp | 302.95%-290.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,058 | $4,958-58.5% | $4,371-52.9% | $5,983-65.6% |
| Admin fee / account holder | $1,481 | $7,248-79.6% | $5,948-75.1% | $11,250-86.8% |