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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 | $37,417 | $99,875-62.5% | $146,866-74.5% | $86,983-57.0% |
| Participation rate | 65.9% | 75.8%-10.0pp | 82.5%-16.7pp | 69.5%-3.7pp |
| Annual return | 15.34% | 28.10%-12.8pp | 102.85%-87.5pp | 25.83%-10.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,138 | $6,322-18.7% | $7,759-33.8% | $4,194+22.5% |
| Admin fee / account holder | $3,882 | $7,838-50.5% | $13,620-71.5% | $7,856-50.6% |