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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 | $106,524-77.4% | $152,301-84.2% | $87,485-72.5% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.4%-14.4pp | 68.9%-0.9pp |
| Annual return | 22.42% | 26.89%-4.5pp | 80.50%-58.1pp | 26.06%-3.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,667 | $6,525+2.2% | $8,004-16.7% | $4,274+56.0% |
| Admin fee / account holder | $414 | $8,287-95.0% | $14,398-97.1% | $7,775-94.7% |