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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 | $34,956 | $132,634-73.6% | $115,768-69.8% | $137,256-74.5% |
| Participation rate | 31.3% | 77.9%-46.6pp | 74.4%-43.1pp | 80.0%-48.7pp |
| Annual return | 19.09% | 160.70%-141.6pp | 100.46%-81.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,855 | $5,619-13.6% | $4,917-1.3% | $6,407-24.2% |
| Admin fee / account holder | $9,123 | $15,028-39.3% | $12,439-26.7% | $12,270-25.6% |