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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 | $67,948 | $124,980-45.6% | $108,359-37.3% | $154,746-56.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 12.35% | 45.00%-32.6pp | 36.89%-24.5pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,487 | $4,743-47.6% | $4,137-39.9% | $6,730-63.0% |
| Admin fee / account holder | $1,624 | $11,502-85.9% | $9,741-83.3% | $14,365-88.7% |