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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 | $21,224 | $108,942-80.5% | $100,415-78.9% | $145,897-85.5% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 24.46% | 58.27%-33.8pp | 49.47%-25.0pp | 552.29%-527.8pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,378 | $8,461+34.5% | $8,091+40.6% | $6,689+70.1% |
| Admin fee / account holder | $3,842 | $9,702-60.4% | $7,906-51.4% | $13,390-71.3% |