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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 | $10,943 | $107,809-89.8% | $97,032-88.7% | $155,188-92.9% |
| Participation rate | 69.6% | 75.5%-5.9pp | 71.6%-2.0pp | 80.8%-11.2pp |
| Annual return | 18.97% | 38.06%-19.1pp | 35.38%-16.4pp | 148.84%-129.9pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,200 | $5,129-18.1% | $4,672-10.1% | $6,531-35.7% |
| Admin fee / account holder | $936 | $10,717-91.3% | $9,418-90.1% | $14,480-93.5% |