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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 | $34,817 | $109,372-68.2% | $89,414-61.1% | $158,966-78.1% |
| Participation rate | 35.7% | 74.3%-38.6pp | 68.0%-32.3pp | 82.0%-46.2pp |
| Annual return | 20.13% | 345.55%-325.4pp | 245.50%-225.4pp | 302.95%-282.8pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,179 | $4,598-9.1% | $3,890+7.4% | $5,983-30.2% |
| Admin fee / account holder | $1,882 | $6,156-69.4% | $4,883-61.5% | $11,250-83.3% |