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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 | $44,708 | $149,679-70.1% | $117,039-61.8% | $147,585-69.7% |
| Participation rate | 37.5% | 83.5%-46.0pp | 77.2%-39.7pp | 82.8%-45.3pp |
| Annual return | 18.00% | 19.31%-1.3pp | 18.95%-0.9pp | 578.58%-560.6pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,092 | $4,912-57.4% | $3,929-46.8% | $5,439-61.5% |
| Admin fee / account holder | $732 | $7,856-90.7% | $5,974-87.8% | $10,886-93.3% |