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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 | $52,192 | $211,288-75.3% | $178,540-70.8% | $145,884-64.2% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 16.59% | 30.27%-13.7pp | 27.15%-10.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,046 | $6,967-56.3% | $6,281-51.5% | $6,690-54.5% |
| Admin fee / account holder | $3,299 | $12,105-72.7% | $10,424-68.4% | $13,392-75.4% |