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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 | $39,063 | $91,559-57.3% | $133,978-70.8% | $79,856-51.1% |
| Participation rate | 68.4% | 73.3%-4.9pp | 79.8%-11.4pp | 69.6%-1.2pp |
| Annual return | 18.27% | 61.85%-43.6pp | 45.10%-26.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,916 | $3,734-48.7% | $5,047-62.0% | $3,741-48.8% |
| Admin fee / account holder | $3,890 | $6,321-38.5% | $8,930-56.4% | $5,306-26.7% |