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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 | $13,931 | $174,379-92.0% | $152,093-90.8% | $138,895-90.0% |
| Participation rate | 60.9% | 81.6%-20.8pp | 77.8%-16.9pp | 79.9%-19.0pp |
| Annual return | 60.67% | 74.86%-14.2pp | 66.36%-5.7pp | 145.39%-84.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,277 | $6,159-63.0% | $5,451-58.2% | $6,396-64.4% |
| Admin fee / account holder | $3,350 | $16,880-80.2% | $14,497-76.9% | $12,562-73.3% |