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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 | $14,704 | $97,751-85.0% | $103,447-85.8% | $145,877-89.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 16.63% | 25.43%-8.8pp | 23.92%-7.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,902 | $6,603-25.8% | $6,624-26.0% | $6,691-26.7% |
| Admin fee / account holder | $591 | $12,515-95.3% | $9,415-93.7% | $13,402-95.6% |