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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 | $20,454 | $97,125-78.9% | $86,233-76.3% | $137,256-85.1% |
| Participation rate | 39.1% | 74.2%-35.1pp | 69.0%-29.9pp | 80.0%-40.8pp |
| Annual return | 11.75% | 74.19%-62.4pp | 61.39%-49.6pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,845 | $5,180-45.1% | $4,559-37.6% | $6,407-55.6% |
| Admin fee / account holder | $8,474 | $9,725-12.9% | $8,342+1.6% | $12,270-30.9% |