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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 | $21,736 | $140,578-84.5% | $100,671-78.4% | $125,389-82.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 70.7%-4.0pp | 83.2%-16.5pp |
| Annual return | -2.86% | 24.67%-27.5pp | 20.43%-23.3pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,002 | $3,981-49.7% | $3,144-36.3% | $5,352-62.6% |
| Admin fee / account holder | $584 | $6,716-91.3% | $4,850-88.0% | $9,541-93.9% |