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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 | $56,101 | $123,155-54.4% | $108,753-48.4% | $155,188-63.8% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 9.36% | 44.73%-35.4pp | 37.47%-28.1pp | 148.84%-139.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,843 | $4,623+4.8% | $4,115+17.7% | $6,531-25.8% |
| Admin fee / account holder | $3,365 | $12,126-72.3% | $10,320-67.4% | $14,480-76.8% |