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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 | $24,927 | $117,904-78.9% | $102,457-75.7% | $145,978-82.9% |
| Participation rate | 16.7% | 78.6%-61.9pp | 76.5%-59.8pp | 80.3%-63.6pp |
| Annual return | 16.81% | 31.80%-15.0pp | 29.41%-12.6pp | 550.52%-533.7pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,766 | $5,733+18.0% | $5,054+33.9% | $6,690+1.1% |
| Admin fee / account holder | $1,146 | $13,329-91.4% | $9,451-87.9% | $13,400-91.4% |