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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 | $28,999 | $100,970-71.3% | $96,576-70.0% | $137,256-78.9% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 22.06% | 38.16%-16.1pp | 38.47%-16.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,182 | $8,286+119.4% | $7,956+128.5% | $6,407+183.8% |
| Admin fee / account holder | $3,838 | $11,312-66.1% | $11,381-66.3% | $12,270-68.7% |