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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 | $41,573 | $104,664-60.3% | $85,693-51.5% | $167,518-75.2% |
| Participation rate | 42.9% | 76.4%-33.5pp | 69.9%-27.0pp | 82.1%-39.3pp |
| Annual return | 9.59% | 21.45%-11.9pp | 21.49%-11.9pp | 478.71%-469.1pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,278 | $4,824-73.5% | $3,923-67.4% | $6,342-79.9% |
| Admin fee / account holder | $7,962 | $10,032-20.6% | $6,874+15.8% | $12,312-35.3% |