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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 | $39,571 | $100,970-60.8% | $96,576-59.0% | $137,256-71.2% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 17.34% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,230 | $8,286-61.0% | $7,956-59.4% | $6,407-49.6% |
| Admin fee / account holder | $9,683 | $11,312-14.4% | $11,381-14.9% | $12,270-21.1% |