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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 | $19,325 | $111,814-82.7% | $103,374-81.3% | $145,959-86.8% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 26.87% | 24.77%+2.1pp | 24.89%+2.0pp | 561.95%-535.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,132 | $5,618+26.9% | $5,058+41.0% | $6,689+6.6% |
| Admin fee / account holder | $2,387 | $9,754-75.5% | $8,394-71.6% | $13,398-82.2% |