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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 | $40,914 | $71,208-42.5% | $93,681-56.3% | $80,911-49.4% |
| Participation rate | 35.8% | 60.4%-24.5pp | 68.7%-32.9pp | 67.6%-31.8pp |
| Annual return | 21.75% | 11.27%+10.5pp | 133.47%-111.7pp | 35.63%-13.9pp |
| Employer contribution / active EE | $1 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,537 | $4,035+37.2% | $4,415+25.4% | $4,297+28.9% |
| Admin fee / account holder | $721 | $6,951-89.6% | $8,290-91.3% | $6,935-89.6% |