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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 | $26,236 | $102,609-74.4% | $98,090-73.3% | $138,895-81.1% |
| Participation rate | 65.0% | 82.8%-17.8pp | 81.5%-16.5pp | 79.9%-14.9pp |
| Annual return | 17.36% | 36.44%-19.1pp | 37.05%-19.7pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,222 | $8,167-23.8% | $7,845-20.7% | $6,396-2.7% |
| Admin fee / account holder | $8,045 | $11,434-29.6% | $11,815-31.9% | $12,562-36.0% |