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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 | $38,694 | $124,980-69.0% | $108,359-64.3% | $154,746-75.0% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 18.15% | 45.00%-26.8pp | 36.89%-18.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,260 | $4,743+158.5% | $4,137+196.3% | $6,730+82.2% |
| Admin fee / account holder | $3,452 | $11,502-70.0% | $9,741-64.6% | $14,365-76.0% |