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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 | $38,315 | $100,970-62.1% | $96,576-60.3% | $137,256-72.1% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 22.86% | 38.16%-15.3pp | 38.47%-15.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,111 | $8,286-38.3% | $7,956-35.8% | $6,407-20.2% |
| Admin fee / account holder | $5,009 | $11,312-55.7% | $11,381-56.0% | $12,270-59.2% |