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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 | $102,609-78.1% | $98,090-77.0% | $138,895-83.8% |
| Participation rate | 63.6% | 82.8%-19.1pp | 81.5%-17.9pp | 79.9%-16.3pp |
| Annual return | 14.64% | 36.44%-21.8pp | 37.05%-22.4pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,081 | $8,167-37.8% | $7,845-35.2% | $6,396-20.6% |
| Admin fee / account holder | $9,533 | $11,434-16.6% | $11,815-19.3% | $12,562-24.1% |