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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 | $104,650-75.3% | $83,854-69.2% | $155,188-83.3% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.1%-9.1pp | 80.8%-30.8pp |
| Annual return | 17.18% | 28.97%-11.8pp | 31.39%-14.2pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,367 | $2,3670% | $2,035+16.3% | $6,531-63.8% |
| Admin fee / account holder | $797 | $3,518-77.4% | $3,197-75.1% | $14,480-94.5% |