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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 | $26,074 | $100,970-74.2% | $96,576-73.0% | $137,256-81.0% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 17.31% | 38.16%-20.8pp | 38.47%-21.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,650 | $8,286-56.0% | $7,956-54.1% | $6,407-43.0% |
| Admin fee / account holder | $637 | $11,312-94.4% | $11,381-94.4% | $12,270-94.8% |