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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 | $54,076 | $97,289-44.4% | $92,805-41.7% | $155,188-65.2% |
| Participation rate | 33.3% | 84.2%-50.8pp | 83.5%-50.2pp | 80.8%-47.5pp |
| Annual return | 19.84% | 29.03%-9.2pp | 31.59%-11.7pp | 148.84%-129.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,289 | $8,795-62.6% | $8,448-61.1% | $6,531-49.6% |
| Admin fee / account holder | $1,977 | $12,015-83.5% | $10,911-81.9% | $14,480-86.3% |