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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 | $26,768 | $110,410-75.8% | $102,437-73.9% | $145,897-81.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 13.58% | 24.85%-11.3pp | 24.95%-11.4pp | 552.29%-538.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,907 | $5,622-12.7% | $5,060-3.0% | $6,689-26.6% |
| Admin fee / account holder | $2,889 | $9,745-70.4% | $8,388-65.6% | $13,390-78.4% |