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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 | $33,157 | $110,337-69.9% | $102,383-67.6% | $145,877-77.3% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 10.17% | 24.83%-14.7pp | 24.94%-14.8pp | 551.28%-541.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,604 | $5,621-18.1% | $5,060-9.0% | $6,691-31.2% |
| Admin fee / account holder | $2,439 | $9,750-75.0% | $8,391-70.9% | $13,402-81.8% |