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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 | $43,526 | $76,551-43.1% | $123,894-64.9% | $62,881-30.8% |
| Participation rate | 68.2% | 73.0%-4.8pp | 81.4%-13.2pp | 69.3%-1.1pp |
| Annual return | 15.48% | 18.68%-3.2pp | 47.52%-32.0pp | 20.14%-4.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,759 | $4,840+60.3% | $5,984+29.7% | $3,203+142.2% |
| Admin fee / account holder | $3,221 | $4,826-33.3% | $8,357-61.5% | $4,296-25.0% |