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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 | $107,809-63.6% | $97,032-59.6% | $155,188-74.7% |
| Participation rate | 35.0% | 75.5%-40.5pp | 71.6%-36.6pp | 80.8%-45.8pp |
| Annual return | 16.57% | 38.06%-21.5pp | 35.38%-18.8pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,369 | $5,129-73.3% | $4,672-70.7% | $6,531-79.0% |
| Admin fee / account holder | $1,533 | $10,717-85.7% | $9,418-83.7% | $14,480-89.4% |