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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 | $29,007 | $114,013-74.6% | $103,693-72.0% | $155,188-81.3% |
| Participation rate | 31.8% | 75.2%-43.4pp | 72.6%-40.8pp | 80.8%-49.0pp |
| Annual return | 11.26% | 49.31%-38.0pp | 47.61%-36.3pp | 148.84%-137.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,994 | $4,970-39.7% | $4,579-34.6% | $6,531-54.2% |
| Admin fee / account holder | $2,114 | $8,407-74.9% | $7,858-73.1% | $14,480-85.4% |