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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 | $22,329 | $117,846-81.1% | $102,434-78.2% | $145,884-84.7% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 16.74% | 31.90%-15.2pp | 29.46%-12.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,597 | $5,733+49.9% | $5,055+70.1% | $6,690+28.5% |
| Admin fee / account holder | $6,663 | $13,356-50.1% | $9,462-29.6% | $13,392-50.2% |