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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 | $39,239 | $97,125-59.6% | $86,233-54.5% | $137,256-71.4% |
| Participation rate | 35.0% | 74.2%-39.2pp | 69.0%-34.0pp | 80.0%-45.0pp |
| Annual return | 16.57% | 74.19%-57.6pp | 61.39%-44.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,369 | $5,180-73.6% | $4,559-70.0% | $6,407-78.6% |
| Admin fee / account holder | $1,533 | $9,725-84.2% | $8,342-81.6% | $12,270-87.5% |