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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 | $42,936 | $97,125-55.8% | $86,233-50.2% | $137,256-68.7% |
| Participation rate | 36.4% | 74.2%-37.8pp | 69.0%-32.7pp | 80.0%-43.6pp |
| Annual return | 13.84% | 74.19%-60.3pp | 61.39%-47.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | -$4 | $2,841-100.1% | $2,504-100.2% | $4,156-100.1% |
| Participant deferral / active EE | $7,956 | $5,180+53.6% | $4,559+74.5% | $6,407+24.2% |
| Admin fee / account holder | $6,316 | $9,725-35.1% | $8,342-24.3% | $12,270-48.5% |