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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 | $29,921 | $127,273-76.5% | $109,895-72.8% | $167,518-82.1% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.2%-36.7pp | 82.1%-44.6pp |
| Annual return | 32.14% | 22.97%+9.2pp | 29.46%+2.7pp | 478.71%-446.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,525 | $4,515+0.2% | $4,049+11.8% | $6,342-28.6% |
| Admin fee / account holder | $1,787 | $7,117-74.9% | $6,067-70.5% | $12,312-85.5% |