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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 | $77,814-56.8% | $158,223-78.8% | $86,983-61.4% |
| Participation rate | 29.6% | 68.4%-38.8pp | 79.2%-49.6pp | 69.5%-39.9pp |
| Annual return | 20.32% | 30.54%-10.2pp | 52.09%-31.8pp | 25.83%-5.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,802 | $3,270+16.3% | $5,467-30.4% | $4,194-9.3% |
| Admin fee / account holder | $311 | $5,879-94.7% | $16,047-98.1% | $7,856-96.0% |