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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 | $42,172 | $93,617-55.0% | $135,982-69.0% | $75,177-43.9% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | 22.96% | 30.89%-7.9pp | 68.32%-45.4pp | 160.75%-137.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,294 | $6,406-1.7% | $7,760-18.9% | $4,126+52.5% |
| Admin fee / account holder | $2,504 | $6,980-64.1% | $10,767-76.7% | $5,651-55.7% |