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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 | $40,185 | $157,296-74.5% | $141,191-71.5% | $152,897-73.7% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 19.11% | 64.34%-45.2pp | 71.41%-52.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,927 | $7,111-58.8% | $6,710-56.4% | $5,851-50.0% |
| Admin fee / account holder | $5,185 | $12,125-57.2% | $10,264-49.5% | $11,599-55.3% |