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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 | $45,022 | $141,004-68.1% | $112,273-59.9% | $139,456-67.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 14.52% | 32.75%-18.2pp | 30.23%-15.7pp | 373.45%-358.9pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,664 | $5,878-20.7% | $4,800-2.8% | $6,711-30.5% |
| Admin fee / account holder | $11,752 | $9,959+18.0% | $7,752+51.6% | $11,407+3.0% |