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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 | $39,493 | $107,666-63.3% | $102,184-61.4% | $154,746-74.5% |
| Participation rate | 43.5% | 83.7%-40.2pp | 82.6%-39.1pp | 80.7%-37.2pp |
| Annual return | 16.33% | 29.33%-13.0pp | 31.58%-15.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,986 | $8,719-42.8% | $8,309-40.0% | $6,730-25.9% |
| Admin fee / account holder | $9,013 | $12,943-30.4% | $11,609-22.4% | $14,365-37.3% |