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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 | $49,495 | $81,358-39.2% | $155,556-68.2% | $80,959-38.9% |
| Participation rate | 37.0% | 66.3%-29.2pp | 78.2%-41.2pp | 67.7%-30.6pp |
| Annual return | 12.76% | 33.39%-20.6pp | 64.84%-52.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,336 | $3,455-61.3% | $5,631-76.3% | $4,300-68.9% |
| Admin fee / account holder | $3,492 | $7,994-56.3% | $15,885-78.0% | $6,925-49.6% |