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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 | $35,860 | $172,111-79.2% | $150,298-76.1% | $137,256-73.9% |
| Participation rate | 11.1% | 81.7%-70.6pp | 77.8%-66.6pp | 80.0%-68.8pp |
| Annual return | 13.40% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,611 | $6,166-57.7% | $5,453-52.1% | $6,407-59.2% |
| Admin fee / account holder | $1,198 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |