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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 | $35,241 | $87,166-59.6% | $76,735-54.1% | $137,256-74.3% |
| Participation rate | 64.3% | 74.4%-10.1pp | 69.5%-5.2pp | 80.0%-15.7pp |
| Annual return | 12.65% | 26.50%-13.8pp | 29.77%-17.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,530 | $4,726-25.3% | $4,088-13.6% | $6,407-44.9% |
| Admin fee / account holder | $458 | $8,403-94.6% | $7,189-93.6% | $12,270-96.3% |