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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 | $32,917 | $110,212-70.1% | $96,534-65.9% | $139,466-76.4% |
| Participation rate | 28.6% | 78.1%-49.5pp | 76.0%-47.4pp | 80.3%-51.8pp |
| Annual return | 16.82% | 26.42%-9.6pp | 25.88%-9.1pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,936 | $5,547-47.1% | $4,851-39.5% | $6,712-56.3% |
| Admin fee / account holder | $3,782 | $11,599-67.4% | $8,253-54.2% | $11,409-66.9% |