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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 | $26,992 | $157,276-82.8% | $141,177-80.9% | $152,885-82.3% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 23.87% | 64.33%-40.5pp | 71.40%-47.5pp | 345.39%-321.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,059 | $7,110-57.0% | $6,710-54.4% | $5,851-47.7% |
| Admin fee / account holder | $367 | $12,123-97.0% | $10,263-96.4% | $11,598-96.8% |