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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 | $29,724 | $93,598-68.2% | $135,974-78.1% | $75,173-60.5% |
| Participation rate | 39.3% | 75.2%-35.9pp | 81.9%-42.6pp | 67.2%-27.9pp |
| Annual return | 19.10% | 30.89%-11.8pp | 68.30%-49.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,393 | $6,405-31.4% | $7,760-43.4% | $4,126+6.5% |
| Admin fee / account holder | $11,173 | $6,978+60.1% | $10,767+3.8% | $5,651+97.7% |