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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 | $24,103 | $105,929-77.2% | $81,926-70.6% | $158,950-84.8% |
| Participation rate | 41.7% | 75.6%-33.9pp | 72.0%-30.3pp | 82.0%-40.3pp |
| Annual return | 18.88% | 38.19%-19.3pp | 29.49%-10.6pp | 302.91%-284.0pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,376 | $13,007-89.4% | $7,108-80.6% | $5,983-77.0% |
| Admin fee / account holder | $2,604 | $8,492-69.3% | $5,159-49.5% | $11,248-76.8% |