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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 | $38,694 | $156,616-75.3% | $133,346-71.0% | $198,609-80.5% |
| Participation rate | 62.5% | 77.7%-15.2pp | 72.8%-10.3pp | 82.4%-19.9pp |
| Annual return | 18.15% | 44.25%-26.1pp | 36.85%-18.7pp | 202.70%-184.5pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,260 | $4,920+149.2% | $4,332+183.0% | $6,977+75.7% |
| Admin fee / account holder | $3,452 | $17,468-80.2% | $14,264-75.8% | $19,030-81.9% |