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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 | $17,621 | $112,729-84.4% | $98,716-82.2% | $137,256-87.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 18.36% | 38.48%-20.1pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,579 | $4,640-66.0% | $4,048-61.0% | $6,407-75.4% |
| Admin fee / account holder | $2,631 | $10,129-74.0% | $8,703-69.8% | $12,270-78.6% |