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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 | $32,392 | $93,598-65.4% | $135,974-76.2% | $75,173-56.9% |
| Participation rate | 43.1% | 75.2%-32.1pp | 81.9%-38.8pp | 67.2%-24.1pp |
| Annual return | 17.21% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,002 | $6,405-37.5% | $7,760-48.4% | $4,126-3.0% |
| Admin fee / account holder | $4,826 | $6,978-30.8% | $10,767-55.2% | $5,651-14.6% |