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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 | $32,937 | $63,355-48.0% | $91,994-64.2% | $72,983-54.9% |
| Participation rate | 48.5% | 72.5%-24.0pp | 78.6%-30.1pp | 69.5%-21.0pp |
| Annual return | 47.16% | 35.35%+11.8pp | 69.03%-21.9pp | 81.01%-33.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,895 | $4,883+0.2% | $5,923-17.4% | $3,608+35.7% |
| Admin fee / account holder | $1,072 | $4,668-77.0% | $7,743-86.2% | $5,124-79.1% |