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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 | $34,167 | $78,707-56.6% | $117,861-71.0% | $70,126-51.3% |
| Participation rate | 51.7% | 73.2%-21.5pp | 79.7%-27.9pp | 69.5%-17.8pp |
| Annual return | 22.43% | 23.30%-0.9pp | 335.11%-312.7pp | 73.15%-50.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,566 | $3,297+8.1% | $4,482-20.4% | $3,332+7.0% |
| Admin fee / account holder | $741 | $5,066-85.4% | $8,021-90.8% | $4,645-84.1% |