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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 | $24,177 | $107,666-77.5% | $102,184-76.3% | $154,746-84.4% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.6%-20.1pp | 80.7%-18.2pp |
| Annual return | 22.66% | 29.33%-6.7pp | 31.58%-8.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,099 | $8,719-41.5% | $8,309-38.6% | $6,730-24.2% |
| Admin fee / account holder | $1,340 | $12,943-89.7% | $11,609-88.5% | $14,365-90.7% |