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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 | $35,183 | $102,609-65.7% | $98,090-64.1% | $138,895-74.7% |
| Participation rate | 61.5% | 82.8%-21.2pp | 81.5%-20.0pp | 79.9%-18.4pp |
| Annual return | 58.94% | 36.44%+22.5pp | 37.05%+21.9pp | 145.39%-86.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,371 | $8,167-34.2% | $7,845-31.5% | $6,396-16.0% |
| Admin fee / account holder | $1,085 | $11,434-90.5% | $11,815-90.8% | $12,562-91.4% |