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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 | $33,595 | $78,690-57.3% | $161,489-79.2% | $87,485-61.6% |
| Participation rate | 29.6% | 67.5%-37.8pp | 78.7%-49.1pp | 68.9%-39.3pp |
| Annual return | 20.32% | 32.74%-12.4pp | 89.72%-69.4pp | 26.06%-5.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,802 | $3,311+14.8% | $5,630-32.5% | $4,274-11.0% |
| Admin fee / account holder | $311 | $6,724-95.4% | $16,006-98.1% | $7,775-96.0% |