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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 | $41,553 | $162,812-74.5% | $133,971-69.0% | $158,966-73.9% |
| Participation rate | 38.9% | 83.2%-44.3pp | 79.8%-41.0pp | 82.0%-43.1pp |
| Annual return | 20.66% | 41.94%-21.3pp | 45.09%-24.4pp | 302.95%-282.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,894 | $5,910-51.0% | $5,047-42.7% | $5,983-51.6% |
| Admin fee / account holder | $3,767 | $11,741-67.9% | $8,929-57.8% | $11,250-66.5% |