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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 | $57,685 | $126,661-54.5% | $113,397-49.1% | $138,895-58.5% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.5%-39.0pp | 79.9%-42.4pp |
| Annual return | 15.62% | 25.05%-9.4pp | 23.20%-7.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,394 | $5,693-40.4% | $5,076-33.1% | $6,396-46.9% |
| Admin fee / account holder | $527 | $14,549-96.4% | $11,957-95.6% | $12,562-95.8% |