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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 | $20,688 | $181,062-88.6% | $158,223-86.9% | $155,188-86.7% |
| Participation rate | 26.3% | 82.7%-56.3pp | 79.2%-52.9pp | 80.8%-54.5pp |
| Annual return | 9.71% | 57.39%-47.7pp | 52.09%-42.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,114 | $6,134-49.2% | $5,467-43.0% | $6,531-52.3% |
| Admin fee / account holder | $9,211 | $18,825-51.1% | $16,047-42.6% | $14,480-36.4% |