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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 | $34,071 | $103,008-66.9% | $90,304-62.3% | $152,897-77.7% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 15.52% | 95.22%-79.7pp | 78.13%-62.6pp | 345.43%-329.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,721 | $4,281+33.6% | $3,885+47.3% | $5,851-2.2% |
| Admin fee / account holder | $8,533 | $6,175+38.2% | $5,354+59.4% | $11,599-26.4% |