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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 | $36,850 | $54,757-32.7% | $90,300-59.2% | $72,983-49.5% |
| Participation rate | 42.9% | 65.1%-22.3pp | 73.3%-30.4pp | 69.5%-26.6pp |
| Annual return | 55.16% | 30.63%+24.5pp | 78.11%-22.9pp | 81.01%-25.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,032 | $2,887+74.3% | $3,884+29.5% | $3,608+39.5% |
| Admin fee / account holder | $339 | $3,972-91.5% | $5,353-93.7% | $5,124-93.4% |