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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 | $42,768 | $76,551-44.1% | $123,894-65.5% | $62,881-32.0% |
| Participation rate | 58.8% | 73.0%-14.2pp | 81.4%-22.6pp | 69.3%-10.5pp |
| Annual return | 8.08% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,537 | $4,840-26.9% | $5,984-40.9% | $3,203+10.4% |
| Admin fee / account holder | $4,637 | $4,826-3.9% | $8,357-44.5% | $4,296+7.9% |