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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 | $25,463 | $211,105-87.9% | $178,449-85.7% | $145,978-82.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 15.24% | 30.19%-15.0pp | 27.09%-11.9pp | 550.52%-535.3pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,033 | $6,959-42.1% | $6,277-35.8% | $6,690-39.7% |
| Admin fee / account holder | $748 | $12,017-93.8% | $10,362-92.8% | $13,400-94.4% |