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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 | $30,193 | $107,666-72.0% | $102,184-70.5% | $154,746-80.5% |
| Participation rate | 59.1% | 83.7%-24.6pp | 82.6%-23.5pp | 80.7%-21.6pp |
| Annual return | 21.84% | 29.33%-7.5pp | 31.58%-9.7pp | 172.34%-150.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,208 | $8,719-40.3% | $8,309-37.3% | $6,730-22.6% |
| Admin fee / account holder | $6,011 | $12,943-53.6% | $11,609-48.2% | $14,365-58.2% |