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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 | $26,058 | $127,387-79.5% | $115,038-77.3% | $125,389-79.2% |
| Participation rate | 29.4% | 84.2%-54.7pp | 81.4%-52.0pp | 83.2%-53.8pp |
| Annual return | 0.43% | 31.28%-30.9pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,856 | $6,423-40.0% | $6,026-36.0% | $5,352-27.9% |
| Admin fee / account holder | $4,258 | $9,516-55.3% | $8,175-47.9% | $9,541-55.4% |