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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 | $32,052 | $112,729-71.6% | $98,716-67.5% | $137,256-76.6% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.3%-0.5pp | 80.0%-11.2pp |
| Annual return | 21.75% | 38.48%-16.7pp | 31.81%-10.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,796 | $4,640+46.5% | $4,048+67.9% | $6,407+6.1% |
| Admin fee / account holder | $303 | $10,129-97.0% | $8,703-96.5% | $12,270-97.5% |