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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 | $41,226 | $111,814-63.1% | $103,378-60.1% | $145,978-71.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.07% | 24.80%-8.7pp | 24.91%-8.8pp | 550.52%-534.4pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,643 | $5,618+36.0% | $5,058+51.1% | $6,690+14.2% |
| Admin fee / account holder | $341 | $9,764-96.5% | $8,401-95.9% | $13,400-97.5% |