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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 | $49,745 | $140,592-64.6% | $123,105-59.6% | $125,389-60.3% |
| Participation rate | 38.5% | 88.2%-49.7pp | 86.8%-48.3pp | 83.2%-44.7pp |
| Annual return | -2.40% | 16.80%-19.2pp | 13.22%-15.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,573 | $6,980-63.1% | $6,229-58.7% | $5,352-51.9% |
| Admin fee / account holder | $730 | $11,198-93.5% | $9,014-91.9% | $9,541-92.4% |