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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 | $108,882-81.2% | $96,754-78.9% | $154,746-86.8% |
| Participation rate | 39.1% | 75.1%-36.0pp | 70.3%-31.1pp | 80.7%-41.6pp |
| Annual return | 11.75% | 98.39%-86.6pp | 82.04%-70.3pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,845 | $5,323-46.5% | $4,758-40.2% | $6,730-57.7% |
| Admin fee / account holder | $8,474 | $10,200-16.9% | $8,905-4.8% | $14,365-41.0% |