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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 | $42,554 | $106,749-60.1% | $145,433-70.7% | $82,448-48.4% |
| Participation rate | 31.9% | 75.6%-43.7pp | 82.1%-50.2pp | 68.1%-36.2pp |
| Annual return | 18.31% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,153 | $6,519-5.6% | $7,897-22.1% | $4,139+48.6% |
| Admin fee / account holder | $1,946 | $8,390-76.8% | $13,129-85.2% | $7,234-73.1% |