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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 | $54,219 | $110,278-50.8% | $95,740-43.4% | $139,466-61.1% |
| Participation rate | 25.0% | 75.7%-50.7pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 21.99% | 27.19%-5.2pp | 28.41%-6.4pp | 373.66%-351.7pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,500 | $4,674+124.6% | $4,244+147.4% | $6,712+56.4% |
| Admin fee / account holder | $523 | $6,613-92.1% | $5,676-90.8% | $11,409-95.4% |