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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 | $106,864-77.5% | $147,318-83.7% | $82,637-70.9% |
| Participation rate | 68.0% | 75.5%-7.5pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 22.42% | 27.49%-5.1pp | 70.43%-48.0pp | 53.51%-31.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,667 | $6,496+2.6% | $7,906-15.7% | $4,126+61.6% |
| Admin fee / account holder | $414 | $8,415-95.1% | $13,708-97.0% | $7,339-94.4% |