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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 | $28,448 | $93,617-69.6% | $135,982-79.1% | $75,177-62.2% |
| Participation rate | 34.1% | 75.2%-41.1pp | 81.9%-47.8pp | 67.2%-33.1pp |
| Annual return | 18.75% | 30.89%-12.1pp | 68.32%-49.6pp | 160.75%-142.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,474 | $6,406-14.5% | $7,760-29.5% | $4,126+32.7% |
| Admin fee / account holder | $7,272 | $6,980+4.2% | $10,767-32.5% | $5,651+28.7% |