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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 | $29,098 | $126,661-77.0% | $113,397-74.3% | $138,895-79.1% |
| Participation rate | 47.4% | 79.4%-32.1pp | 76.5%-29.1pp | 79.9%-32.6pp |
| Annual return | 10.97% | 25.05%-14.1pp | 23.20%-12.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,895 | $5,693-14.0% | $5,076-3.6% | $6,396-23.5% |
| Admin fee / account holder | $1,060 | $14,549-92.7% | $11,957-91.1% | $12,562-91.6% |