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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 | $59,399 | $153,311-61.3% | $109,313-45.7% | $273,972-78.3% |
| Participation rate | 43.5% | 80.1%-36.6pp | 71.3%-27.8pp | 83.0%-39.5pp |
| Annual return | 3.03% | 29.86%-26.8pp | 22.07%-19.0pp | 41.46%-38.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,255 | $3,932-42.6% | $3,166-28.8% | $5,287-57.3% |
| Admin fee / account holder | $628 | $8,076-92.2% | $5,666-88.9% | $10,133-93.8% |