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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 | $33,201 | $114,013-70.9% | $103,693-68.0% | $155,188-78.6% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.5pp | 80.8%-34.6pp |
| Annual return | 17.74% | 49.31%-31.6pp | 47.61%-29.9pp | 148.84%-131.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,939 | $4,970-20.7% | $4,579-14.0% | $6,531-39.7% |
| Admin fee / account holder | $936 | $8,407-88.9% | $7,858-88.1% | $14,480-93.5% |