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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 | $36,724 | $117,895-68.9% | $102,460-64.2% | $145,897-74.8% |
| Participation rate | 30.8% | 78.6%-47.9pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | 13.45% | 31.92%-18.5pp | 29.47%-16.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,250 | $5,736-43.3% | $5,056-35.7% | $6,689-51.4% |
| Admin fee / account holder | $3,171 | $13,353-76.3% | $9,460-66.5% | $13,390-76.3% |