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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 | $20,771 | $84,236-75.3% | $170,435-87.8% | $70,126-70.4% |
| Participation rate | 62.5% | 70.8%-8.3pp | 83.6%-21.1pp | 69.5%-7.0pp |
| Annual return | 17.59% | 23.06%-5.5pp | 205.94%-188.3pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,933 | $3,086-37.4% | $4,939-60.9% | $3,332-42.0% |
| Admin fee / account holder | $1,972 | $5,698-65.4% | $13,881-85.8% | $4,645-57.5% |