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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 | $29,863 | $107,809-72.3% | $97,032-69.2% | $155,188-80.8% |
| Participation rate | 57.1% | 75.5%-18.3pp | 71.6%-14.4pp | 80.8%-23.7pp |
| Annual return | 16.91% | 38.06%-21.1pp | 35.38%-18.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,822 | $5,129-45.0% | $4,672-39.6% | $6,531-56.8% |
| Admin fee / account holder | $336 | $10,717-96.9% | $9,418-96.4% | $14,480-97.7% |