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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 | $139,948-75.0% | $121,663-71.3% | $154,746-77.4% |
| Participation rate | 31.3% | 78.0%-46.8pp | 74.5%-43.2pp | 80.7%-49.5pp |
| Annual return | 19.09% | 230.52%-211.4pp | 147.54%-128.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,855 | $5,629-13.7% | $4,887-0.7% | $6,730-27.9% |
| Admin fee / account holder | $9,123 | $17,321-47.3% | $14,289-36.2% | $14,365-36.5% |