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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 | $112,729-65.7% | $98,716-60.8% | $137,256-71.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 18.15% | 38.48%-20.3pp | 31.81%-13.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,260 | $4,640+164.2% | $4,048+202.9% | $6,407+91.4% |
| Admin fee / account holder | $3,452 | $10,129-65.9% | $8,703-60.3% | $12,270-71.9% |