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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 | $38,787 | $97,078-60.0% | $103,065-62.4% | $145,897-73.4% |
| Participation rate | 60.0% | 81.1%-21.1pp | 80.6%-20.6pp | 80.3%-20.3pp |
| Annual return | 13.04% | 25.49%-12.4pp | 23.95%-10.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,192 | $6,601+160.4% | $6,625+159.5% | $6,689+157.0% |
| Admin fee / account holder | $5,506 | $12,505-56.0% | $9,349-41.1% | $13,390-58.9% |