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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 | $107,666-67.4% | $102,184-65.7% | $154,746-77.3% |
| Participation rate | 44.4% | 83.7%-39.3pp | 82.6%-38.2pp | 80.7%-36.3pp |
| Annual return | 15.42% | 29.33%-13.9pp | 31.58%-16.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,989 | $8,719-54.2% | $8,309-52.0% | $6,730-40.7% |
| Admin fee / account holder | $323 | $12,943-97.5% | $11,609-97.2% | $14,365-97.8% |