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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 | $23,411 | $107,363-78.2% | $92,909-74.8% | $152,897-84.7% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 22.55% | 145.63%-123.1pp | 109.44%-86.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,557 | $4,848-6.0% | $4,238+7.5% | $5,851-22.1% |
| Admin fee / account holder | $1,251 | $7,082-82.3% | $5,795-78.4% | $11,599-89.2% |