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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 | $25,794 | $138,312-81.4% | $122,979-79.0% | $155,188-83.4% |
| Participation rate | 47.4% | 80.2%-32.8pp | 77.2%-29.8pp | 80.8%-33.4pp |
| Annual return | 15.24% | 22.06%-6.8pp | 20.12%-4.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,554 | $5,592-54.3% | $5,003-48.9% | $6,531-60.9% |
| Admin fee / account holder | $763 | $15,089-94.9% | $12,864-94.1% | $14,480-94.7% |