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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 | $97,289-63.8% | $92,805-62.1% | $155,188-77.3% |
| Participation rate | 61.5% | 84.2%-22.6pp | 83.5%-22.0pp | 80.8%-19.3pp |
| Annual return | 58.94% | 29.03%+29.9pp | 31.59%+27.3pp | 148.84%-89.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,371 | $8,795-38.9% | $8,448-36.4% | $6,531-17.8% |
| Admin fee / account holder | $1,085 | $12,015-91.0% | $10,911-90.1% | $14,480-92.5% |