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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 | $20,854 | $97,289-78.6% | $92,805-77.5% | $155,188-86.6% |
| Participation rate | 61.5% | 84.2%-22.6pp | 83.5%-22.0pp | 80.8%-19.3pp |
| Annual return | 29.75% | 29.03%+0.7pp | 31.59%-1.8pp | 148.84%-119.1pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,834 | $8,795+23.2% | $8,448+28.3% | $6,531+65.9% |
| Admin fee / account holder | $1,742 | $12,015-85.5% | $10,911-84.0% | $14,480-88.0% |