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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 | $117,859-73.1% | $102,438-69.0% | $145,959-78.3% |
| Participation rate | 35.0% | 78.6%-43.6pp | 76.5%-41.5pp | 80.3%-45.3pp |
| Annual return | 8.83% | 31.72%-22.9pp | 29.37%-20.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,112 | $5,732-63.2% | $5,054-58.2% | $6,689-68.4% |
| Admin fee / account holder | $8,275 | $13,318-37.9% | $9,448-12.4% | $13,398-38.2% |