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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 | $30,880 | $107,666-71.3% | $102,184-69.8% | $154,746-80.0% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 26.12% | 29.33%-3.2pp | 31.58%-5.5pp | 172.34%-146.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,637 | $8,719+10.5% | $8,309+16.0% | $6,730+43.2% |
| Admin fee / account holder | $945 | $12,943-92.7% | $11,609-91.9% | $14,365-93.4% |