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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 | $117,846-68.8% | $102,434-64.1% | $145,884-74.8% |
| Participation rate | 30.8% | 78.6%-47.9pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | 13.45% | 31.90%-18.4pp | 29.46%-16.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,250 | $5,733-43.3% | $5,055-35.7% | $6,690-51.4% |
| Admin fee / account holder | $3,171 | $13,356-76.3% | $9,462-66.5% | $13,392-76.3% |