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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 | $123,155-74.0% | $108,753-70.5% | $155,188-79.3% |
| Participation rate | 68.8% | 75.6%-6.9pp | 71.1%-2.3pp | 80.8%-12.1pp |
| Annual return | 21.75% | 44.73%-23.0pp | 37.47%-15.7pp | 148.84%-127.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,796 | $4,623+47.0% | $4,115+65.2% | $6,531+4.1% |
| Admin fee / account holder | $303 | $12,126-97.5% | $10,320-97.1% | $14,480-97.9% |