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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 | $16,561 | $90,538-81.7% | $88,457-81.3% | $154,746-89.3% |
| Participation rate | 42.1% | 80.9%-38.8pp | 78.6%-36.5pp | 80.7%-38.6pp |
| Annual return | 19.96% | 37.97%-18.0pp | 32.69%-12.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $4,914-100.0% | $4,681-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,334 | $6,073-61.6% | $5,667-58.8% | $6,730-65.3% |
| Admin fee / account holder | $1,859 | $10,337-82.0% | $9,606-80.6% | $14,365-87.1% |