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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 | $24,576 | $117,904-79.2% | $102,457-76.0% | $145,978-83.2% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 9.55% | 31.80%-22.2pp | 29.41%-19.9pp | 550.52%-541.0pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,793 | $5,733-16.4% | $5,054-5.2% | $6,690-28.3% |
| Admin fee / account holder | $13,385 | $13,329+0.4% | $9,451+41.6% | $13,400-0.1% |