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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 | $36,248 | $112,729-67.8% | $98,716-63.3% | $137,256-73.6% |
| Participation rate | 15.8% | 74.2%-58.4pp | 69.3%-53.5pp | 80.0%-64.2pp |
| Annual return | 16.40% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,385 | $4,640-70.2% | $4,048-65.8% | $6,407-78.4% |
| Admin fee / account holder | $944 | $10,129-90.7% | $8,703-89.2% | $12,270-92.3% |