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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 | $41,197 | $65,367-37.0% | $92,915-55.7% | $72,976-43.5% |
| Participation rate | 43.4% | 68.3%-24.9pp | 76.0%-32.6pp | 69.5%-26.1pp |
| Annual return | 20.24% | 42.11%-21.9pp | 109.45%-89.2pp | 81.02%-60.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,207 | $3,128+34.5% | $4,238-0.7% | $3,608+16.6% |
| Admin fee / account holder | $3,559 | $4,251-16.3% | $5,796-38.6% | $5,124-30.6% |