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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 | $36,483 | $139,948-73.9% | $121,663-70.0% | $154,746-76.4% |
| Participation rate | 45.5% | 78.0%-32.6pp | 74.5%-29.0pp | 80.7%-35.2pp |
| Annual return | 8.52% | 230.52%-222.0pp | 147.54%-139.0pp | 172.34%-163.8pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,466 | $5,629-56.2% | $4,887-49.5% | $6,730-63.4% |
| Admin fee / account holder | $22,180 | $17,321+28.1% | $14,289+55.2% | $14,365+54.4% |