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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 | $43,075 | $80,985-46.8% | $96,576-55.4% | $75,181-42.7% |
| Participation rate | 55.9% | 71.8%-15.9pp | 76.0%-20.1pp | 67.2%-11.3pp |
| Annual return | 16.06% | 27.05%-11.0pp | 25.87%-9.8pp | 160.69%-144.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,516 | $3,929+40.4% | $4,851+13.7% | $4,126+33.7% |
| Admin fee / account holder | $1,749 | $6,719-74.0% | $8,253-78.8% | $5,650-69.0% |