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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 | $124,980-66.9% | $108,359-61.8% | $154,746-73.3% |
| Participation rate | 59.1% | 75.2%-16.1pp | 70.1%-11.0pp | 80.7%-21.6pp |
| Annual return | 20.05% | 45.00%-24.9pp | 36.89%-16.8pp | 172.34%-152.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,386 | $4,743-28.6% | $4,137-18.2% | $6,730-49.7% |
| Admin fee / account holder | $6,733 | $11,502-41.5% | $9,741-30.9% | $14,365-53.1% |