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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 | $24,957 | $132,099-81.1% | $115,599-78.4% | $138,895-82.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 14.11% | 176.76%-162.6pp | 111.10%-97.0pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,431 | $5,617-56.7% | $4,889-50.3% | $6,396-62.0% |
| Admin fee / account holder | $1,965 | $15,650-87.4% | $12,841-84.7% | $12,562-84.4% |