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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 | $39,184 | $77,472-49.4% | $100,415-61.0% | $80,959-51.6% |
| Participation rate | 53.2% | 76.9%-23.7pp | 81.5%-28.3pp | 67.7%-14.4pp |
| Annual return | 24.07% | 37.26%-13.2pp | 49.47%-25.4pp | 35.67%-11.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,719 | $6,818-1.4% | $8,091-17.0% | $4,300+56.3% |
| Admin fee / account holder | $8,010 | $5,885+36.1% | $7,906+1.3% | $6,925+15.7% |