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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 | $26,099 | $110,278-76.3% | $95,740-72.7% | $139,466-81.3% |
| Participation rate | 9.1% | 75.7%-66.7pp | 72.3%-63.2pp | 80.3%-71.2pp |
| Annual return | 0.00% | 27.19%-27.2pp | 28.41%-28.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $291 | $3,260-91.1% | $2,836-89.7% | $4,754-93.9% |
| Participant deferral / active EE | $1,955 | $4,674-58.2% | $4,244-53.9% | $6,712-70.9% |
| Admin fee / account holder | $1,061 | $6,613-84.0% | $5,676-81.3% | $11,409-90.7% |