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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 | $41,789 | $88,360-52.7% | $145,433-71.3% | $67,986-38.5% |
| Participation rate | 30.6% | 65.5%-34.9pp | 82.1%-51.5pp | 57.2%-26.6pp |
| Annual return | 22.45% | 63.15%-40.7pp | 66.58%-44.1pp | 31.67%-9.2pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,824 | $5,932-35.5% | $7,897-51.6% | $3,358+13.9% |
| Admin fee / account holder | $2,355 | $3,313-28.9% | $13,129-82.1% | $3,203-26.5% |