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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 | $31,896 | $136,860-76.7% | $120,344-73.5% | $154,746-79.4% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.7%-14.2pp | 80.7%-18.2pp |
| Annual return | 12.91% | 21.38%-8.5pp | 20.30%-7.4pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,880 | $5,793-33.0% | $5,135-24.4% | $6,730-42.4% |
| Admin fee / account holder | $1,307 | $15,393-91.5% | $12,742-89.7% | $14,365-90.9% |