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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 | $34,463 | $90,486-61.9% | $78,676-56.2% | $273,972-87.4% |
| Participation rate | 11.1% | 76.5%-65.4pp | 73.6%-62.5pp | 83.0%-71.9pp |
| Annual return | 9.29% | 75.62%-66.3pp | 62.19%-52.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,020 | $3,901+3.0% | $3,517+14.3% | $5,287-24.0% |
| Admin fee / account holder | $711 | $5,263-86.5% | $4,510-84.2% | $10,133-93.0% |