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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 | $31,718 | $117,895-73.1% | $102,460-69.0% | $145,897-78.3% |
| Participation rate | 35.0% | 78.6%-43.6pp | 76.5%-41.5pp | 80.3%-45.3pp |
| Annual return | 8.83% | 31.92%-23.1pp | 29.47%-20.6pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,112 | $5,736-63.2% | $5,056-58.2% | $6,689-68.4% |
| Admin fee / account holder | $8,275 | $13,353-38.0% | $9,460-12.5% | $13,390-38.2% |