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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 | $59,085 | $211,224-72.0% | $178,505-66.9% | $145,897-59.5% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 8.31% | 30.28%-22.0pp | 27.16%-18.8pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,524 | $6,966-49.4% | $6,280-43.9% | $6,689-47.3% |
| Admin fee / account holder | $8,316 | $12,109-31.3% | $10,428-20.3% | $13,390-37.9% |