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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 | $13,059 | $106,247-87.7% | $96,515-86.5% | $139,466-90.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 19.90% | 38.47%-18.6pp | 35.73%-15.8pp | 373.66%-353.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,499 | $5,456+0.8% | $4,880+12.7% | $6,712-18.1% |
| Admin fee / account holder | $1,838 | $7,885-76.7% | $6,735-72.7% | $11,409-83.9% |