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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 | $26,300 | $115,903-77.3% | $100,528-73.8% | $158,966-83.5% |
| Participation rate | 60.9% | 81.6%-20.7pp | 79.4%-18.5pp | 82.0%-21.1pp |
| Annual return | 24.82% | 34.80%-10.0pp | 30.90%-6.1pp | 302.95%-278.1pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,903 | $6,677-26.6% | $6,271-21.8% | $5,983-18.1% |
| Admin fee / account holder | $1,909 | $11,000-82.6% | $8,084-76.4% | $11,250-83.0% |