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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 | $36,877 | $98,776-62.7% | $149,745-75.4% | $79,856-53.8% |
| Participation rate | 11.3% | 75.8%-64.5pp | 82.5%-71.2pp | 69.6%-58.3pp |
| Annual return | 30.45% | 27.38%+3.1pp | 276.72%-246.3pp | 31.71%-1.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,928 | $5,681-48.5% | $6,843-57.2% | $3,741-21.7% |
| Admin fee / account holder | $7,786 | $6,053+28.6% | $9,312-16.4% | $5,306+46.7% |