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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 | $97,289-75.5% | $92,805-74.3% | $155,188-84.6% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 17.68% | 29.03%-11.3pp | 31.59%-13.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,572 | $8,795-59.4% | $8,448-57.7% | $6,531-45.3% |
| Admin fee / account holder | $1,711 | $12,015-85.8% | $10,911-84.3% | $14,480-88.2% |