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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 | $106,974-69.0% | $90,796-63.5% | $138,895-76.1% |
| Participation rate | 37.5% | 74.9%-37.4pp | 69.5%-32.0pp | 79.9%-42.4pp |
| Annual return | 13.68% | 20.10%-6.4pp | 19.29%-5.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,676 | $4,455-17.5% | $3,822-3.8% | $6,396-42.5% |
| Admin fee / account holder | $15,990 | $8,626+85.4% | $7,024+127.7% | $12,562+27.3% |