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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 | $61,642 | $103,387-40.4% | $87,102-29.2% | $152,885-59.7% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.9%-34.0pp | 82.5%-39.6pp |
| Annual return | 11.94% | 28.10%-16.2pp | 28.19%-16.3pp | 345.39%-333.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,559 | $4,778-25.5% | $4,048-12.1% | $5,851-39.2% |
| Admin fee / account holder | $2,206 | $12,193-81.9% | $7,491-70.6% | $11,598-81.0% |