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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 | $34,906 | $117,444-70.3% | $99,479-64.9% | $152,909-77.2% |
| Participation rate | 61.9% | 77.5%-15.6pp | 73.8%-11.9pp | 82.5%-20.6pp |
| Annual return | 10.83% | 31.87%-21.0pp | 30.72%-19.9pp | 345.46%-334.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,310 | $4,086-67.9% | $3,619-63.8% | $5,851-77.6% |
| Admin fee / account holder | $8,026 | $7,635+5.1% | $6,253+28.4% | $11,601-30.8% |