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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 | $33,185 | $102,245-67.5% | $89,340-62.9% | $137,256-75.8% |
| Participation rate | 37.5% | 74.9%-37.4pp | 69.6%-32.1pp | 80.0%-42.5pp |
| Annual return | 13.68% | 21.89%-8.2pp | 20.57%-6.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,676 | $4,436-17.1% | $3,823-3.8% | $6,407-42.6% |
| Admin fee / account holder | $15,990 | $8,085+97.8% | $6,704+138.5% | $12,270+30.3% |