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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 | $21,430 | $63,365-66.2% | $91,994-76.7% | $72,975-70.6% |
| Participation rate | 63.3% | 72.5%-9.2pp | 78.6%-15.3pp | 69.5%-6.2pp |
| Annual return | 33.93% | 35.35%-1.4pp | 69.04%-35.1pp | 81.01%-47.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,522 | $4,883+115.5% | $5,924+77.6% | $3,608+191.6% |
| Admin fee / account holder | $3,882 | $4,670-16.9% | $7,744-49.9% | $5,124-24.2% |