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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 | $43,033 | $166,242-74.1% | $165,071-73.9% | $145,884-70.5% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | 10.69% | 100.44%-89.8pp | 70.17%-59.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,176 | $6,964-68.8% | $6,035-63.9% | $6,690-67.5% |
| Admin fee / account holder | $1,167 | $16,658-93.0% | $12,695-90.8% | $13,392-91.3% |