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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 | $99,875-57.4% | $146,866-71.0% | $86,983-51.1% |
| Participation rate | 31.9% | 75.8%-43.9pp | 82.5%-50.6pp | 69.5%-37.6pp |
| Annual return | 18.31% | 28.10%-9.8pp | 102.85%-84.5pp | 25.83%-7.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,153 | $6,322-2.7% | $7,759-20.7% | $4,194+46.7% |
| Admin fee / account holder | $1,946 | $7,838-75.2% | $13,620-85.7% | $7,856-75.2% |