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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 | $38,446 | $77,638-50.5% | $156,551-75.4% | $62,881-38.9% |
| Participation rate | 69.0% | 71.2%-2.2pp | 84.0%-15.0pp | 69.3%-0.3pp |
| Annual return | 7.45% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,623 | $3,046+19.0% | $4,871-25.6% | $3,203+13.1% |
| Admin fee / account holder | $364 | $5,561-93.4% | $13,028-97.2% | $4,296-91.5% |