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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 | $30,881 | $76,551-59.7% | $123,894-75.1% | $62,881-50.9% |
| Participation rate | 22.9% | 73.0%-50.1pp | 81.4%-58.5pp | 69.3%-46.4pp |
| Annual return | 25.66% | 18.68%+7.0pp | 47.52%-21.9pp | 20.14%+5.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,236 | $4,840-33.1% | $5,984-45.9% | $3,203+1.0% |
| Admin fee / account holder | $6,656 | $4,826+37.9% | $8,357-20.4% | $4,296+54.9% |