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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 | $23,866 | $215,361-88.9% | $171,082-86.0% | $273,972-91.3% |
| Participation rate | 61.9% | 82.0%-20.1pp | 76.7%-14.8pp | 83.0%-21.1pp |
| Annual return | 10.05% | 25.14%-15.1pp | 32.56%-22.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,062 | $5,543+63.5% | $4,797+88.9% | $5,287+71.4% |
| Admin fee / account holder | $1,475 | $10,846-86.4% | $8,520-82.7% | $10,133-85.4% |