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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 | $24,929 | $107,809-76.9% | $97,032-74.3% | $155,188-83.9% |
| Participation rate | 58.3% | 75.5%-17.1pp | 71.6%-13.2pp | 80.8%-22.5pp |
| Annual return | 13.72% | 38.06%-24.3pp | 35.38%-21.7pp | 148.84%-135.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,420 | $5,129-72.3% | $4,672-69.6% | $6,531-78.3% |
| Admin fee / account holder | $2,413 | $10,717-77.5% | $9,418-74.4% | $14,480-83.3% |