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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 | $15,020 | $95,406-84.3% | $185,849-91.9% | $85,847-82.5% |
| Participation rate | 58.6% | 68.8%-10.1pp | 81.7%-23.1pp | 69.3%-10.7pp |
| Annual return | 13.00% | 23.59%-10.6pp | 122.10%-109.1pp | 318.61%-305.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,107 | $3,424-67.7% | $5,569-80.1% | $3,952-72.0% |
| Admin fee / account holder | $5,888 | $7,214-18.4% | $16,244-63.8% | $6,261-6.0% |