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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 | $19,050 | $107,666-82.3% | $102,184-81.4% | $154,746-87.7% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.6%-20.1pp | 80.7%-18.2pp |
| Annual return | 15.09% | 29.33%-14.2pp | 31.58%-16.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,336 | $8,719-27.3% | $8,309-23.7% | $6,730-5.9% |
| Admin fee / account holder | $10,594 | $12,943-18.1% | $11,609-8.7% | $14,365-26.2% |