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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 | $37,417 | $106,864-65.0% | $147,318-74.6% | $82,637-54.7% |
| Participation rate | 65.9% | 75.5%-9.7pp | 82.1%-16.2pp | 68.1%-2.2pp |
| Annual return | 15.34% | 27.49%-12.2pp | 70.43%-55.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,138 | $6,496-20.9% | $7,906-35.0% | $4,126+24.5% |
| Admin fee / account holder | $3,882 | $8,415-53.9% | $13,708-71.7% | $7,339-47.1% |