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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 | $22,102 | $211,224-89.5% | $178,505-87.6% | $145,897-84.9% |
| Participation rate | 47.4% | 80.8%-33.5pp | 77.1%-29.7pp | 80.3%-32.9pp |
| Annual return | 11.72% | 30.28%-18.6pp | 27.16%-15.4pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,586 | $6,966-77.2% | $6,280-74.8% | $6,689-76.3% |
| Admin fee / account holder | $8,311 | $12,109-31.4% | $10,428-20.3% | $13,390-37.9% |