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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 | $24,053 | $106,749-77.5% | $145,433-83.5% | $82,448-70.8% |
| Participation rate | 68.0% | 75.6%-7.6pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 22.42% | 27.59%-5.2pp | 66.58%-44.2pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,667 | $6,519+2.3% | $7,897-15.6% | $4,139+61.1% |
| Admin fee / account holder | $414 | $8,390-95.1% | $13,129-96.8% | $7,234-94.3% |