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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 | $28,807 | $106,280-72.9% | $96,538-70.2% | $139,487-79.3% |
| Participation rate | 57.9% | 77.8%-20.0pp | 74.3%-16.5pp | 80.3%-22.4pp |
| Annual return | 17.02% | 38.48%-21.5pp | 35.74%-18.7pp | 373.84%-356.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,600 | $5,457-52.3% | $4,880-46.7% | $6,713-61.3% |
| Admin fee / account holder | $1,370 | $7,888-82.6% | $6,737-79.7% | $11,407-88.0% |