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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 | $30,193 | $100,970-70.1% | $96,576-68.7% | $137,256-78.0% |
| Participation rate | 59.1% | 82.6%-23.5pp | 81.4%-22.4pp | 80.0%-20.9pp |
| Annual return | 21.84% | 38.16%-16.3pp | 38.47%-16.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,208 | $8,286-37.2% | $7,956-34.5% | $6,407-18.7% |
| Admin fee / account holder | $6,011 | $11,312-46.9% | $11,381-47.2% | $12,270-51.0% |