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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 | $40,546 | $84,236-51.9% | $170,435-76.2% | $70,126-42.2% |
| Participation rate | 54.3% | 70.8%-16.5pp | 83.6%-29.3pp | 69.5%-15.3pp |
| Annual return | 13.39% | 23.06%-9.7pp | 205.94%-192.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,294 | $3,086-25.7% | $4,939-53.6% | $3,332-31.2% |
| Admin fee / account holder | $4,239 | $5,698-25.6% | $13,881-69.5% | $4,645-8.7% |