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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 | $24,771 | $154,209-83.9% | $130,062-81.0% | $139,487-82.2% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.5%-31.8pp | 80.3%-33.7pp |
| Annual return | 15.63% | 32.52%-16.9pp | -137.37%+153.0pp | 373.84%-358.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,317 | $6,709-50.6% | $5,821-43.0% | $6,713-50.6% |
| Admin fee / account holder | $10,284 | $13,988-26.5% | $10,601-3.0% | $11,407-9.8% |