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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 | $55,406 | $110,307-49.8% | $96,576-42.6% | $139,456-60.3% |
| Participation rate | 42.9% | 78.1%-35.3pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 21.71% | 26.40%-4.7pp | 25.87%-4.2pp | 373.45%-351.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,671 | $5,547+56.3% | $4,851+78.7% | $6,711+29.2% |
| Admin fee / account holder | $12,116 | $11,597+4.5% | $8,253+46.8% | $11,407+6.2% |