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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 | $41,388 | $91,179-54.6% | $178,499-76.8% | $79,852-48.2% |
| Participation rate | 30.6% | 69.2%-38.7pp | 81.9%-51.4pp | 69.6%-39.1pp |
| Annual return | 11.24% | 24.19%-13.0pp | 151.10%-139.9pp | 31.72%-20.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,909 | $3,236-41.0% | $5,202-63.3% | $3,740-49.0% |
| Admin fee / account holder | $4,294 | $6,749-36.4% | $13,986-69.3% | $5,306-19.1% |