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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 | $30,295 | $117,829-74.3% | $102,423-70.4% | $145,877-79.2% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 18.75% | 31.83%-13.1pp | 29.42%-10.7pp | 551.28%-532.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,959 | $5,732+3.9% | $5,054+17.9% | $6,691-10.9% |
| Admin fee / account holder | $3,298 | $13,335-75.3% | $9,455-65.1% | $13,402-75.4% |