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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 | $17,795 | $121,677-85.4% | $104,625-83.0% | $158,966-88.8% |
| Participation rate | 64.7% | 77.5%-12.8pp | 74.1%-9.4pp | 82.0%-17.3pp |
| Annual return | 10.23% | 465.58%-455.3pp | 340.60%-330.4pp | 302.95%-292.7pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,820 | $4,175-56.4% | $3,738-51.3% | $5,983-69.6% |
| Admin fee / account holder | $7,862 | $7,777+1.1% | $6,465+21.6% | $11,250-30.1% |