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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 | $39,936 | $115,903-65.5% | $100,528-60.3% | $158,966-74.9% |
| Participation rate | 47.8% | 81.6%-33.8pp | 79.4%-31.6pp | 82.0%-34.1pp |
| Annual return | 18.97% | 34.80%-15.8pp | 30.90%-11.9pp | 302.95%-284.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,504 | $6,677-62.5% | $6,271-60.1% | $5,983-58.2% |
| Admin fee / account holder | $1,039 | $11,000-90.6% | $8,084-87.1% | $11,250-90.8% |