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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 | $107,666-79.1% | $102,184-78.0% | $154,746-85.5% |
| Participation rate | 63.6% | 83.7%-20.1pp | 82.6%-19.0pp | 80.7%-17.1pp |
| Annual return | 14.64% | 29.33%-14.7pp | 31.58%-16.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,081 | $8,719-41.7% | $8,309-38.8% | $6,730-24.5% |
| Admin fee / account holder | $9,533 | $12,943-26.4% | $11,609-17.9% | $14,365-33.6% |