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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 | $43,158 | $72,273-40.3% | $101,275-57.4% | $79,856-46.0% |
| Participation rate | 24.1% | 68.5%-44.4pp | 75.8%-51.7pp | 69.6%-45.6pp |
| Annual return | 41.64% | 22.30%+19.3pp | 46.48%-4.8pp | 31.71%+9.9pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,695 | $3,282+12.6% | $4,371-15.5% | $3,741-1.2% |
| Admin fee / account holder | $5,520 | $4,401+25.4% | $5,948-7.2% | $5,306+4.0% |