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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 | $39,205 | $99,875-60.7% | $146,866-73.3% | $86,983-54.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.5%-2.9pp |
| Annual return | 16.31% | 28.10%-11.8pp | 102.85%-86.5pp | 25.83%-9.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,716 | $6,322-25.4% | $7,759-39.2% | $4,194+12.5% |
| Admin fee / account holder | $604 | $7,838-92.3% | $13,620-95.6% | $7,856-92.3% |