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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 | $41,357 | $156,616-73.6% | $133,346-69.0% | $198,609-79.2% |
| Participation rate | 59.1% | 77.7%-18.6pp | 72.8%-13.8pp | 82.4%-23.3pp |
| Annual return | 20.05% | 44.25%-24.2pp | 36.85%-16.8pp | 202.70%-182.6pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,386 | $4,920-31.2% | $4,332-21.8% | $6,977-51.5% |
| Admin fee / account holder | $6,733 | $17,468-61.5% | $14,264-52.8% | $19,030-64.6% |