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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 | $40,792 | $43,075-5.3% | $74,577-45.3% | $62,881-35.1% |
| Participation rate | 40.3% | 58.1%-17.8pp | 68.1%-27.8pp | 69.3%-29.0pp |
| Annual return | 14.08% | 17.50%-3.4pp | 20.47%-6.4pp | 20.14%-6.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,812 | $2,389+101.4% | $3,458+39.1% | $3,203+50.2% |
| Admin fee / account holder | $3,668 | $2,840+29.2% | $4,138-11.4% | $4,296-14.6% |