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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 | $33,976 | $117,895-71.2% | $102,460-66.8% | $145,897-76.7% |
| Participation rate | 22.2% | 78.6%-56.4pp | 76.5%-54.3pp | 80.3%-58.1pp |
| Annual return | 15.17% | 31.92%-16.8pp | 29.47%-14.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,115 | $5,736-63.1% | $5,056-58.2% | $6,689-68.4% |
| Admin fee / account holder | $340 | $13,353-97.5% | $9,460-96.4% | $13,390-97.5% |