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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 | $34,735 | $124,980-72.2% | $108,359-67.9% | $154,746-77.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 18.26% | 45.00%-26.7pp | 36.89%-18.6pp | 172.34%-154.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,267 | $4,743-52.2% | $4,137-45.2% | $6,730-66.3% |
| Admin fee / account holder | $5,964 | $11,502-48.1% | $9,741-38.8% | $14,365-58.5% |