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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 | $21,940 | $155,555-85.9% | $146,866-85.1% | $155,188-85.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 13.83% | 115.41%-101.6pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $41 | $4,647-99.1% | $4,425-99.1% | $4,248-99.0% |
| Participant deferral / active EE | $6,785 | $8,044-15.7% | $7,759-12.6% | $6,531+3.9% |
| Admin fee / account holder | $10,545 | $14,755-28.5% | $13,620-22.6% | $14,480-27.2% |