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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 | $23,212 | $228,395-89.8% | $185,861-87.5% | $158,982-85.4% |
| Participation rate | 53.3% | 82.3%-29.0pp | 78.0%-24.7pp | 82.0%-28.6pp |
| Annual return | 10.53% | 40.82%-30.3pp | 35.96%-25.4pp | 302.99%-292.5pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,132 | $6,417-66.8% | $5,634-62.2% | $5,983-64.4% |
| Admin fee / account holder | $980 | $11,869-91.7% | $9,503-89.7% | $11,252-91.3% |