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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 | $31,846 | $97,751-67.4% | $103,431-69.2% | $145,978-78.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 15.10% | 25.43%-10.3pp | 23.92%-8.8pp | 550.52%-535.4pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,612 | $6,603+91.0% | $6,625+90.4% | $6,690+88.5% |
| Admin fee / account holder | $14,072 | $12,515+12.4% | $9,412+49.5% | $13,400+5.0% |