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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 | $43,195 | $45,266-4.6% | $103,693-58.3% | $65,306-33.9% |
| Participation rate | 39.4% | 53.3%-13.9pp | 72.6%-33.2pp | 57.7%-18.2pp |
| Annual return | 18.22% | 25.10%-6.9pp | 47.61%-29.4pp | 21.94%-3.7pp |
| Employer contribution / active EE | $0 | $1,765-100.0% | $2,920-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,641 | $2,099-21.9% | $4,579-64.2% | $2,959-44.6% |
| Admin fee / account holder | $1,883 | $3,221-41.5% | $7,858-76.0% | $3,480-45.9% |