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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 | $18,456 | $91,179-79.8% | $178,499-89.7% | $79,852-76.9% |
| Participation rate | 24.0% | 69.2%-45.2pp | 81.9%-57.9pp | 69.6%-45.6pp |
| Annual return | 22.35% | 24.19%-1.8pp | 151.10%-128.8pp | 31.72%-9.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,153 | $3,236-64.4% | $5,202-77.8% | $3,740-69.2% |
| Admin fee / account holder | $2,069 | $6,749-69.3% | $13,986-85.2% | $5,306-61.0% |