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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 | $41,091 | $107,809-61.9% | $97,032-57.7% | $155,188-73.5% |
| Participation rate | 47.6% | 75.5%-27.9pp | 71.6%-23.9pp | 80.8%-33.2pp |
| Annual return | 15.72% | 38.06%-22.3pp | 35.38%-19.7pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,464 | $5,129-32.5% | $4,672-25.9% | $6,531-47.0% |
| Admin fee / account holder | $3,382 | $10,717-68.4% | $9,418-64.1% | $14,480-76.6% |