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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 | $33,513 | $182,442-81.6% | $163,379-79.5% | $138,895-75.9% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.8%-14.3pp | 79.9%-17.4pp |
| Annual return | 19.35% | 72.74%-53.4pp | 63.41%-44.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,363 | $6,817-36.0% | $6,282-30.6% | $6,396-31.8% |
| Admin fee / account holder | $411 | $10,396-96.0% | $9,818-95.8% | $12,562-96.7% |