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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 | $30,374 | $89,367-66.0% | $141,191-78.5% | $72,975-58.4% |
| Participation rate | 30.0% | 75.1%-45.1pp | 82.5%-52.5pp | 69.5%-39.5pp |
| Annual return | 22.95% | 111.87%-88.9pp | 71.41%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,861 | $5,419-28.7% | $6,710-42.5% | $3,608+7.0% |
| Admin fee / account holder | $6,097 | $5,957+2.4% | $10,264-40.6% | $5,124+19.0% |