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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 | $124,980-76.4% | $108,359-72.7% | $154,746-80.9% |
| Participation rate | 20.0% | 75.2%-55.2pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 19.88% | 45.00%-25.1pp | 36.89%-17.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,725 | $4,743-42.5% | $4,137-34.1% | $6,730-59.5% |
| Admin fee / account holder | $9,316 | $11,502-19.0% | $9,741-4.4% | $14,365-35.2% |