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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 | $44,473 | $136,860-67.5% | $120,344-63.0% | $154,746-71.3% |
| Participation rate | 38.5% | 79.9%-41.4pp | 76.7%-38.2pp | 80.7%-42.2pp |
| Annual return | 17.87% | 21.38%-3.5pp | 20.30%-2.4pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,968 | $5,793-31.5% | $5,135-22.7% | $6,730-41.0% |
| Admin fee / account holder | $420 | $15,393-97.3% | $12,742-96.7% | $14,365-97.1% |