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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 | $18,736 | $110,307-83.0% | $96,576-80.6% | $139,456-86.6% |
| Participation rate | 61.5% | 78.1%-16.6pp | 76.0%-14.4pp | 80.3%-18.8pp |
| Annual return | 13.13% | 26.40%-13.3pp | 25.87%-12.7pp | 373.45%-360.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,116 | $5,547-43.8% | $4,851-35.8% | $6,711-53.6% |
| Admin fee / account holder | $3,424 | $11,597-70.5% | $8,253-58.5% | $11,407-70.0% |