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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 | $24,912 | $100,970-75.3% | $96,576-74.2% | $137,256-81.9% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 19.41% | 38.16%-18.7pp | 38.47%-19.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,474 | $8,286-46.0% | $7,956-43.8% | $6,407-30.2% |
| Admin fee / account holder | $2,833 | $11,312-75.0% | $11,381-75.1% | $12,270-76.9% |