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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 | $49,997 | $161,352-69.0% | $134,172-62.7% | $137,256-63.6% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 17.36% | 28.72%-11.4pp | 25.30%-7.9pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,827 | $5,552-13.1% | $4,690+2.9% | $6,407-24.7% |
| Admin fee / account holder | $18,661 | $15,028+24.2% | $12,016+55.3% | $12,270+52.1% |