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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 | $60,397 | $215,361-72.0% | $171,082-64.7% | $273,972-78.0% |
| Participation rate | 42.9% | 82.0%-39.2pp | 76.7%-33.8pp | 83.0%-40.2pp |
| Annual return | 12.57% | 25.14%-12.6pp | 32.56%-20.0pp | 41.46%-28.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,856 | $5,543-30.4% | $4,797-19.6% | $5,287-27.1% |
| Admin fee / account holder | $500 | $10,846-95.4% | $8,520-94.1% | $10,133-95.1% |