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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 | $34,574 | $81,358-57.5% | $155,556-77.8% | $80,959-57.3% |
| Participation rate | 39.1% | 66.3%-27.1pp | 78.2%-39.1pp | 67.7%-28.5pp |
| Annual return | 21.75% | 33.39%-11.6pp | 64.84%-43.1pp | 35.67%-13.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,598 | $3,455-24.8% | $5,631-53.9% | $4,300-39.6% |
| Admin fee / account holder | $9,048 | $7,994+13.2% | $15,885-43.0% | $6,925+30.6% |