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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 | $31,416 | $100,970-68.9% | $96,576-67.5% | $137,256-77.1% |
| Participation rate | 58.3% | 82.6%-24.3pp | 81.4%-23.1pp | 80.0%-21.6pp |
| Annual return | 23.11% | 38.16%-15.1pp | 38.47%-15.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,287 | $8,286+24.1% | $7,956+29.3% | $6,407+60.6% |
| Admin fee / account holder | $5,930 | $11,312-47.6% | $11,381-47.9% | $12,270-51.7% |