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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 | $117,904-81.1% | $102,457-78.2% | $145,978-84.7% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.1pp |
| Annual return | 16.74% | 31.80%-15.1pp | 29.41%-12.7pp | 550.52%-533.8pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,597 | $5,733+49.9% | $5,054+70.1% | $6,690+28.5% |
| Admin fee / account holder | $6,663 | $13,329-50.0% | $9,451-29.5% | $13,400-50.3% |