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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 | $22,512 | $100,970-77.7% | $96,576-76.7% | $137,256-83.6% |
| Participation rate | 63.6% | 82.6%-19.0pp | 81.4%-17.8pp | 80.0%-16.3pp |
| Annual return | 14.64% | 38.16%-23.5pp | 38.47%-23.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,081 | $8,286-38.7% | $7,956-36.1% | $6,407-20.7% |
| Admin fee / account holder | $9,533 | $11,312-15.7% | $11,381-16.2% | $12,270-22.3% |