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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 | $97,289-75.1% | $92,805-73.9% | $155,188-84.4% |
| Participation rate | 62.5% | 84.2%-21.7pp | 83.5%-21.0pp | 80.8%-18.3pp |
| Annual return | 22.66% | 29.03%-6.4pp | 31.59%-8.9pp | 148.84%-126.2pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,099 | $8,795-42.0% | $8,448-39.6% | $6,531-21.9% |
| Admin fee / account holder | $1,340 | $12,015-88.9% | $10,911-87.7% | $14,480-90.7% |