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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 | $25,021 | $176,402-85.8% | $134,162-81.4% | $158,966-84.3% |
| Participation rate | 37.5% | 78.7%-41.2pp | 72.2%-34.7pp | 82.0%-44.5pp |
| Annual return | 11.04% | 63.66%-52.6pp | 36.35%-25.3pp | 302.95%-291.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,224 | $4,093-70.1% | $3,500-65.0% | $5,983-79.6% |
| Admin fee / account holder | $4,807 | $8,719-44.9% | $6,685-28.1% | $11,250-57.3% |