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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 | $39,615 | $65,395-39.4% | $182,558-78.3% | $72,976-45.7% |
| Participation rate | 33.8% | 65.4%-31.7pp | 78.0%-44.2pp | 69.5%-35.7pp |
| Annual return | 23.58% | 27.68%-4.1pp | 148.59%-125.0pp | 81.02%-57.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,995 | $3,563-15.9% | $5,526-45.8% | $3,608-17.0% |
| Admin fee / account holder | $1,559 | $4,245-63.3% | $8,594-81.9% | $5,124-69.6% |