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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 | $25,877 | $96,491-73.2% | $75,894-65.9% | $152,885-83.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 14.00% | 33.98%-20.0pp | 30.76%-16.8pp | 345.39%-331.4pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,246 | $4,553-50.7% | $3,603-37.7% | $5,851-61.6% |
| Admin fee / account holder | $9,853 | $8,079+22.0% | $5,420+81.8% | $11,598-15.0% |