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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 | $100,970-81.1% | $96,576-80.3% | $137,256-86.1% |
| Participation rate | 62.5% | 82.6%-20.1pp | 81.4%-18.9pp | 80.0%-17.5pp |
| Annual return | 15.09% | 38.16%-23.1pp | 38.47%-23.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,336 | $8,286-23.5% | $7,956-20.4% | $6,407-1.1% |
| Admin fee / account holder | $10,594 | $11,312-6.3% | $11,381-6.9% | $12,270-13.7% |