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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 | $27,936 | $126,661-77.9% | $113,397-75.4% | $138,895-79.9% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.5%-19.4pp | 79.9%-22.8pp |
| Annual return | 10.82% | 25.05%-14.2pp | 23.20%-12.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,217 | $5,693-61.1% | $5,076-56.3% | $6,396-65.3% |
| Admin fee / account holder | $7,218 | $14,549-50.4% | $11,957-39.6% | $12,562-42.5% |