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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 | $41,133 | $117,904-65.1% | $102,457-59.9% | $145,978-71.8% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 9.90% | 31.80%-21.9pp | 29.41%-19.5pp | 550.52%-540.6pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,083 | $5,733-46.2% | $5,054-39.0% | $6,690-53.9% |
| Admin fee / account holder | $327 | $13,329-97.5% | $9,451-96.5% | $13,400-97.6% |