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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 | $28,004 | $123,155-77.3% | $108,753-74.2% | $155,188-82.0% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 6.03% | 44.73%-38.7pp | 37.47%-31.4pp | 148.84%-142.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,614 | $4,623-43.5% | $4,115-36.5% | $6,531-60.0% |
| Admin fee / account holder | $688 | $12,126-94.3% | $10,320-93.3% | $14,480-95.3% |