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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 | $40,839 | $95,959-57.4% | $97,411-58.1% | $138,895-70.6% |
| Participation rate | 60.0% | 81.8%-21.8pp | 80.4%-20.4pp | 79.9%-19.9pp |
| Annual return | 18.67% | 29.30%-10.6pp | 34.72%-16.0pp | 145.39%-126.7pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,738 | $5,876+14.7% | $5,886+14.5% | $6,396+5.3% |
| Admin fee / account holder | $24,426 | $7,555+223.3% | $7,145+241.9% | $12,562+94.4% |