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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 | $5,846 | $70,366-91.7% | $66,674-91.2% | $138,895-95.8% |
| Participation rate | 27.8% | 76.2%-48.4pp | 73.7%-45.9pp | 79.9%-52.1pp |
| Annual return | 19.75% | 386.41%-366.7pp | 321.24%-301.5pp | 145.39%-125.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $818 | $4,374-81.3% | $4,084-80.0% | $6,396-87.2% |
| Admin fee / account holder | $1,598 | $5,262-69.6% | $5,098-68.6% | $12,562-87.3% |