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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 | $30,095 | $114,013-73.6% | $103,693-71.0% | $155,188-80.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 8.82% | 49.31%-40.5pp | 47.61%-38.8pp | 148.84%-140.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,388 | $4,970-51.9% | $4,579-47.8% | $6,531-63.4% |
| Admin fee / account holder | $13,487 | $8,407+60.4% | $7,858+71.6% | $14,480-6.9% |