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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 | $40,083 | $53,127-24.6% | $86,597-53.7% | $70,131-42.8% |
| Participation rate | 32.6% | 65.3%-32.7pp | 73.5%-40.9pp | 69.5%-36.9pp |
| Annual return | 19.82% | 27.66%-7.8pp | 964.96%-945.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,966 | $2,696+47.1% | $3,609+9.9% | $3,332+19.0% |
| Admin fee / account holder | $2,958 | $3,585-17.5% | $4,906-39.7% | $4,645-36.3% |