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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 | $42,481 | $81,331-47.8% | $155,534-72.7% | $80,935-47.5% |
| Participation rate | 55.1% | 66.3%-11.2pp | 78.2%-23.1pp | 67.7%-12.6pp |
| Annual return | 13.88% | 33.37%-19.5pp | 64.92%-51.0pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,490 | $3,454+30.0% | $5,630-20.2% | $4,299+4.4% |
| Admin fee / account holder | $3,395 | $7,999-57.6% | $15,900-78.6% | $6,924-51.0% |