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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 | $13,137 | $108,942-87.9% | $100,415-86.9% | $145,897-91.0% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 18.61% | 58.27%-39.7pp | 49.47%-30.9pp | 552.29%-533.7pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,470 | $8,461+0.1% | $8,091+4.7% | $6,689+26.6% |
| Admin fee / account holder | $3,898 | $9,702-59.8% | $7,906-50.7% | $13,390-70.9% |