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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 | $37,023 | $96,558-61.7% | $80,977-54.3% | $273,972-86.5% |
| Participation rate | 43.5% | 79.1%-35.6pp | 75.8%-32.3pp | 83.0%-39.5pp |
| Annual return | 11.11% | 15.14%-4.0pp | 17.11%-6.0pp | 41.46%-30.3pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,788 | $6,598+2.9% | $5,696+19.2% | $5,287+28.4% |
| Admin fee / account holder | $7,811 | $7,493+4.2% | $5,517+41.6% | $10,133-22.9% |