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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 | $22,584 | $108,882-79.3% | $96,754-76.7% | $154,746-85.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 70.3%-7.8pp | 80.7%-18.2pp |
| Annual return | 18.97% | 98.39%-79.4pp | 82.04%-63.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,735 | $5,323+82.9% | $4,758+104.6% | $6,730+44.6% |
| Admin fee / account holder | $4,358 | $10,200-57.3% | $8,905-51.1% | $14,365-69.7% |