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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 | $38,955 | $181,896-78.6% | $156,551-75.1% | $273,972-85.8% |
| Participation rate | 41.2% | 88.4%-47.2pp | 84.0%-42.8pp | 83.0%-41.8pp |
| Annual return | 8.27% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,259 | $5,550-23.3% | $4,871-12.6% | $5,287-19.4% |
| Admin fee / account holder | $13,887 | $15,560-10.8% | $13,028+6.6% | $10,133+37.1% |