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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 | $40,651 | $135,956-70.1% | $123,894-67.2% | $273,972-85.2% |
| Participation rate | 30.0% | 84.1%-54.1pp | 81.4%-51.4pp | 83.0%-53.0pp |
| Annual return | 12.76% | 56.63%-43.9pp | 47.52%-34.8pp | 41.46%-28.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,672 | $6,343-42.1% | $5,984-38.6% | $5,287-30.6% |
| Admin fee / account holder | $880 | $9,817-91.0% | $8,357-89.5% | $10,133-91.3% |