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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 | $38,491 | $228,395-83.1% | $185,861-79.3% | $158,982-75.8% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 15.27% | 40.82%-25.6pp | 35.96%-20.7pp | 302.99%-287.7pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,438 | $6,417-62.0% | $5,634-56.7% | $5,983-59.3% |
| Admin fee / account holder | $2,038 | $11,869-82.8% | $9,503-78.6% | $11,252-81.9% |