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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 | $31,283 | $113,338-72.4% | $94,993-67.1% | $147,586-78.8% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 10.57% | 20.80%-10.2pp | 27.14%-16.6pp | 578.59%-568.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $869 | $3,777-77.0% | $3,317-73.8% | $5,439-84.0% |
| Admin fee / account holder | $624 | $6,063-89.7% | $4,960-87.4% | $10,886-94.3% |