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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 | $39,137 | $94,436-58.6% | $115,599-66.1% | $82,637-52.6% |
| Participation rate | 46.2% | 70.4%-24.3pp | 74.3%-28.1pp | 68.1%-21.9pp |
| Annual return | 13.43% | 18.37%-4.9pp | 111.10%-97.7pp | 53.51%-40.1pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,011 | $3,955-49.2% | $4,889-58.9% | $4,126-51.3% |
| Admin fee / account holder | $12,436 | $10,328+20.4% | $12,841-3.2% | $7,339+69.5% |