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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 | $57,748 | $106,749-45.9% | $145,433-60.3% | $82,448-30.0% |
| Participation rate | 38.2% | 75.6%-37.5pp | 82.1%-43.9pp | 68.1%-29.9pp |
| Annual return | 15.63% | 27.59%-12.0pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,657 | $6,519-43.9% | $7,897-53.7% | $4,139-11.6% |
| Admin fee / account holder | $8,216 | $8,390-2.1% | $13,129-37.4% | $7,234+13.6% |