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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 | $34,598 | $176,402-80.4% | $134,155-74.2% | $158,931-78.2% |
| Participation rate | 39.1% | 78.7%-39.6pp | 72.2%-33.0pp | 82.0%-42.8pp |
| Annual return | 13.99% | 63.64%-49.6pp | 36.33%-22.3pp | 302.86%-288.9pp |
| Employer contribution / active EE | $0 | $5,041-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,716 | $4,092+15.2% | $3,499+34.8% | $5,982-21.2% |
| Admin fee / account holder | $15,729 | $8,719+80.4% | $6,685+135.3% | $11,247+39.9% |