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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 | $135,905-70.9% | $126,068-68.7% | $198,609-80.1% |
| Participation rate | 43.5% | 85.6%-42.2pp | 84.7%-41.2pp | 82.4%-38.9pp |
| Annual return | 16.33% | 14.07%+2.3pp | 15.01%+1.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,986 | $8,523-41.5% | $8,214-39.3% | $6,977-28.5% |
| Admin fee / account holder | $9,013 | $21,036-57.2% | $18,264-50.7% | $19,030-52.6% |