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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 | $40,985 | $157,276-73.9% | $141,177-71.0% | $152,885-73.2% |
| Participation rate | 36.8% | 84.8%-48.0pp | 82.5%-45.6pp | 82.5%-45.6pp |
| Annual return | 14.83% | 64.33%-49.5pp | 71.40%-56.6pp | 345.39%-330.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,861 | $7,110-31.6% | $6,710-27.6% | $5,851-16.9% |
| Admin fee / account holder | $8,912 | $12,123-26.5% | $10,263-13.2% | $11,598-23.2% |