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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 | $110,337-75.7% | $102,383-73.9% | $145,877-81.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 13.58% | 24.83%-11.3pp | 24.94%-11.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,907 | $5,621-12.7% | $5,060-3.0% | $6,691-26.7% |
| Admin fee / account holder | $2,889 | $9,750-70.4% | $8,391-65.6% | $13,402-78.4% |