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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 | $23,849 | $107,666-77.8% | $102,184-76.7% | $154,746-84.6% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 17.68% | 29.33%-11.6pp | 31.58%-13.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,572 | $8,719-59.0% | $8,309-57.0% | $6,730-46.9% |
| Admin fee / account holder | $1,711 | $12,943-86.8% | $11,609-85.3% | $14,365-88.1% |