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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 | $147,556-84.7% | $129,031-82.5% | $198,609-88.6% |
| Participation rate | 62.5% | 77.2%-14.7pp | 73.4%-10.9pp | 82.4%-19.9pp |
| Annual return | 18.97% | 37.41%-18.4pp | 34.67%-15.7pp | 202.70%-183.7pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,735 | $5,760+69.0% | $5,217+86.6% | $6,977+39.5% |
| Admin fee / account holder | $4,358 | $15,467-71.8% | $13,208-67.0% | $19,030-77.1% |