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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 | $55,666 | $110,337-49.5% | $102,383-45.6% | $145,877-61.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.11% | 24.83%-14.7pp | 24.94%-14.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,830 | $5,621-49.6% | $5,060-44.1% | $6,691-57.7% |
| Admin fee / account holder | $14,950 | $9,750+53.3% | $8,391+78.2% | $13,402+11.5% |