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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 | $23,672 | $176,402-86.6% | $134,155-82.4% | $158,950-85.1% |
| Participation rate | 58.8% | 78.7%-19.9pp | 72.2%-13.4pp | 82.0%-23.1pp |
| Annual return | 3.98% | 63.66%-59.7pp | 36.34%-32.4pp | 302.91%-298.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,492 | $4,093-63.6% | $3,500-57.4% | $5,983-75.1% |
| Admin fee / account holder | $7,709 | $8,719-11.6% | $6,685+15.3% | $11,248-31.5% |