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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 | $35,973 | $77,638-53.7% | $156,551-77.0% | $62,881-42.8% |
| Participation rate | 30.8% | 71.2%-40.4pp | 84.0%-53.2pp | 69.3%-38.5pp |
| Annual return | 5.50% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,847 | $3,046-39.4% | $4,871-62.1% | $3,203-42.3% |
| Admin fee / account holder | $1,155 | $5,561-79.2% | $13,028-91.1% | $4,296-73.1% |