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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 | $42,772 | $64,359-33.5% | $90,161-52.6% | $70,126-39.0% |
| Participation rate | 43.2% | 70.4%-27.3pp | 76.9%-33.7pp | 69.5%-26.4pp |
| Annual return | 26.65% | 28.13%-1.5pp | 34.89%-8.2pp | 73.15%-46.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,520 | $4,389+48.6% | $5,287+23.3% | $3,332+95.7% |
| Admin fee / account holder | $5,802 | $3,945+47.1% | $5,943-2.4% | $4,645+24.9% |