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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 | $17,643 | $172,111-89.7% | $150,298-88.3% | $137,256-87.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 20.13% | 69.37%-49.2pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,464 | $6,166-11.4% | $5,453+0.2% | $6,407-14.7% |
| Admin fee / account holder | $785 | $16,471-95.2% | $14,116-94.4% | $12,270-93.6% |