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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 | $35,486 | $215,361-83.5% | $171,082-79.3% | $273,972-87.0% |
| Participation rate | 61.5% | 82.0%-20.5pp | 76.7%-15.2pp | 83.0%-21.5pp |
| Annual return | 4.90% | 25.14%-20.2pp | 32.56%-27.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,591 | $5,543-35.2% | $4,797-25.1% | $5,287-32.1% |
| Admin fee / account holder | $1,039 | $10,846-90.4% | $8,520-87.8% | $10,133-89.7% |