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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 | $34,892 | $110,278-68.4% | $95,740-63.6% | $139,466-75.0% |
| Participation rate | 61.9% | 75.7%-13.8pp | 72.3%-10.4pp | 80.3%-18.4pp |
| Annual return | 14.74% | 27.19%-12.4pp | 28.41%-13.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,518 | $4,674-46.1% | $4,244-40.7% | $6,712-62.5% |
| Admin fee / account holder | $7,736 | $6,613+17.0% | $5,676+36.3% | $11,409-32.2% |