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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 | $34,215 | $211,224-83.8% | $178,505-80.8% | $145,897-76.5% |
| Participation rate | 27.3% | 80.8%-53.5pp | 77.1%-49.8pp | 80.3%-53.0pp |
| Annual return | 11.70% | 30.28%-18.6pp | 27.16%-15.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,957 | $6,966-71.9% | $6,280-68.8% | $6,689-70.7% |
| Admin fee / account holder | $322 | $12,109-97.3% | $10,428-96.9% | $13,390-97.6% |