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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 | $31,057 | $138,312-77.5% | $122,979-74.7% | $155,188-80.0% |
| Participation rate | 57.1% | 80.2%-23.1pp | 77.2%-20.0pp | 80.8%-23.7pp |
| Annual return | 17.23% | 22.06%-4.8pp | 20.12%-2.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,642 | $5,592+0.9% | $5,003+12.8% | $6,531-13.6% |
| Admin fee / account holder | $4,340 | $15,089-71.2% | $12,864-66.3% | $14,480-70.0% |