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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 | $24,909 | $95,415-73.9% | $185,851-86.6% | $85,851-71.0% |
| Participation rate | 41.7% | 68.8%-27.1pp | 81.7%-40.0pp | 69.3%-27.7pp |
| Annual return | 15.34% | 23.59%-8.2pp | 122.11%-106.8pp | 318.63%-303.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,550 | $3,424-54.7% | $5,569-72.2% | $3,952-60.8% |
| Admin fee / account holder | $1,427 | $7,215-80.2% | $16,245-91.2% | $6,261-77.2% |