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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 | $40,916 | $76,551-46.5% | $123,894-67.0% | $62,881-34.9% |
| Participation rate | 60.0% | 73.0%-13.0pp | 81.4%-21.4pp | 69.3%-9.3pp |
| Annual return | 14.22% | 18.68%-4.5pp | 47.52%-33.3pp | 20.14%-5.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,916 | $4,840-39.7% | $5,984-51.3% | $3,203-8.9% |
| Admin fee / account holder | $1,624 | $4,826-66.4% | $8,357-80.6% | $4,296-62.2% |