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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 | $97,751-60.3% | $103,447-62.5% | $145,877-73.4% |
| Participation rate | 60.0% | 81.1%-21.1pp | 80.5%-20.5pp | 80.3%-20.3pp |
| Annual return | 13.04% | 25.43%-12.4pp | 23.92%-10.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,192 | $6,603+160.4% | $6,624+159.6% | $6,691+157.0% |
| Admin fee / account holder | $5,506 | $12,515-56.0% | $9,415-41.5% | $13,402-58.9% |