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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 | $18,229 | $110,337-83.5% | $102,383-82.2% | $145,877-87.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 15.01% | 24.83%-9.8pp | 24.94%-9.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,172 | $5,621-61.4% | $5,060-57.1% | $6,691-67.5% |
| Admin fee / account holder | $415 | $9,750-95.7% | $8,391-95.1% | $13,402-96.9% |