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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 | $27,368 | $77,472-64.7% | $100,392-72.7% | $80,935-66.2% |
| Participation rate | 54.0% | 76.9%-22.9pp | 81.5%-27.5pp | 67.7%-13.7pp |
| Annual return | 30.32% | 37.26%-6.9pp | 49.45%-19.1pp | 35.66%-5.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,475 | $6,818+39.0% | $8,090+17.1% | $4,299+120.4% |
| Admin fee / account holder | $8,103 | $5,885+37.7% | $7,904+2.5% | $6,924+17.0% |