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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 | $35,057 | $100,970-65.3% | $96,576-63.7% | $137,256-74.5% |
| Participation rate | 44.4% | 82.6%-38.2pp | 81.4%-37.0pp | 80.0%-35.5pp |
| Annual return | 15.42% | 38.16%-22.7pp | 38.47%-23.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,989 | $8,286-51.9% | $7,956-49.9% | $6,407-37.7% |
| Admin fee / account holder | $323 | $11,312-97.1% | $11,381-97.2% | $12,270-97.4% |