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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 | $26,477 | $117,846-77.5% | $102,434-74.2% | $145,884-81.9% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 14.76% | 31.90%-17.1pp | 29.46%-14.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,256 | $5,733-60.7% | $5,055-55.4% | $6,690-66.3% |
| Admin fee / account holder | $565 | $13,356-95.8% | $9,462-94.0% | $13,392-95.8% |