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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 | $41,089 | $103,387-60.3% | $87,102-52.8% | $152,885-73.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 20.59% | 28.10%-7.5pp | 28.19%-7.6pp | 345.39%-324.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $14,186 | $4,778+196.9% | $4,048+250.4% | $5,851+142.5% |
| Admin fee / account holder | $435 | $12,193-96.4% | $7,491-94.2% | $11,598-96.3% |