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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 | $102,609-69.4% | $98,090-68.0% | $138,895-77.4% |
| Participation rate | 58.3% | 82.8%-24.4pp | 81.5%-23.2pp | 79.9%-21.6pp |
| Annual return | 23.11% | 36.44%-13.3pp | 37.05%-13.9pp | 145.39%-122.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,287 | $8,167+26.0% | $7,845+31.1% | $6,396+60.8% |
| Admin fee / account holder | $5,930 | $11,434-48.1% | $11,815-49.8% | $12,562-52.8% |