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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 | $36,417 | $162,812-77.6% | $133,971-72.8% | $158,966-77.1% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 13.59% | 41.94%-28.4pp | 45.09%-31.5pp | 302.95%-289.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,167 | $5,910-63.3% | $5,047-57.1% | $5,983-63.8% |
| Admin fee / account holder | $453 | $11,741-96.1% | $8,929-94.9% | $11,250-96.0% |