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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 | $40,276 | $77,814-48.2% | $158,223-74.5% | $86,983-53.7% |
| Participation rate | 24.0% | 68.4%-44.4pp | 79.2%-55.2pp | 69.5%-45.5pp |
| Annual return | 12.32% | 30.54%-18.2pp | 52.09%-39.8pp | 25.83%-13.5pp |
| Employer contribution / active EE | $40 | $2,592-98.4% | $4,109-99.0% | $2,584-98.4% |
| Participant deferral / active EE | $1,346 | $3,270-58.8% | $5,467-75.4% | $4,194-67.9% |
| Admin fee / account holder | $3,729 | $5,879-36.6% | $16,047-76.8% | $7,856-52.5% |