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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 | $40,268 | $106,864-62.3% | $147,318-72.7% | $82,637-51.3% |
| Participation rate | 62.1% | 75.5%-13.4pp | 82.1%-20.0pp | 68.1%-6.0pp |
| Annual return | 14.55% | 27.49%-12.9pp | 70.43%-55.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,204 | $6,496-19.9% | $7,906-34.2% | $4,126+26.1% |
| Admin fee / account holder | $5,721 | $8,415-32.0% | $13,708-58.3% | $7,339-22.0% |