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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 | $40,792 | $107,733-62.1% | $92,985-56.1% | $154,746-73.6% |
| Participation rate | 45.5% | 74.6%-29.1pp | 69.5%-24.0pp | 80.7%-35.2pp |
| Annual return | 12.89% | 30.39%-17.5pp | 27.99%-15.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,089 | $5,053-58.7% | $4,377-52.3% | $6,730-69.0% |
| Admin fee / account holder | $5,839 | $11,369-48.6% | $9,463-38.3% | $14,365-59.4% |