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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 | $35,408 | $117,829-70.0% | $102,423-65.4% | $145,877-75.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 12.77% | 31.83%-19.1pp | 29.42%-16.7pp | 551.28%-538.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,429 | $5,732-40.2% | $5,054-32.2% | $6,691-48.8% |
| Admin fee / account holder | $2,222 | $13,335-83.3% | $9,455-76.5% | $13,402-83.4% |