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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 | $25,861 | $94,439-72.6% | $73,658-64.9% | $154,746-83.3% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 17.18% | 28.25%-11.1pp | 29.72%-12.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,367 | $2,527-6.3% | $2,062+14.8% | $6,730-64.8% |
| Admin fee / account holder | $797 | $3,843-79.3% | $3,357-76.3% | $14,365-94.5% |