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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 | $39,053 | $211,224-81.5% | $178,505-78.1% | $145,897-73.2% |
| Participation rate | 46.7% | 80.8%-34.2pp | 77.1%-30.5pp | 80.3%-33.6pp |
| Annual return | 19.06% | 30.28%-11.2pp | 27.16%-8.1pp | 552.29%-533.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,028 | $6,966-42.2% | $6,280-35.9% | $6,689-39.8% |
| Admin fee / account holder | $3,545 | $12,109-70.7% | $10,428-66.0% | $13,390-73.5% |