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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 | $29,530 | $123,155-76.0% | $108,753-72.8% | $155,188-81.0% |
| Participation rate | 20.0% | 75.6%-55.6pp | 71.1%-51.1pp | 80.8%-60.8pp |
| Annual return | 19.88% | 44.73%-24.9pp | 37.47%-17.6pp | 148.84%-129.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,725 | $4,623-41.1% | $4,115-33.8% | $6,531-58.3% |
| Admin fee / account holder | $9,316 | $12,126-23.2% | $10,320-9.7% | $14,480-35.7% |