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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 | $31,207 | $57,541-45.8% | $95,740-67.4% | $75,173-58.5% |
| Participation rate | 8.8% | 62.5%-53.7pp | 72.3%-63.4pp | 67.2%-58.4pp |
| Annual return | 18.50% | 34.93%-16.4pp | 28.41%-9.9pp | 160.72%-142.2pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,052 | $3,074-65.8% | $4,244-75.2% | $4,126-74.5% |
| Admin fee / account holder | $5,956 | $4,099+45.3% | $5,676+4.9% | $5,651+5.4% |