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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 | $21,516 | $115,810-81.4% | $101,271-78.8% | $158,966-86.5% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 11.15% | 56.15%-45.0pp | 46.48%-35.3pp | 302.95%-291.8pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,598 | $4,958-47.6% | $4,371-40.6% | $5,983-56.6% |
| Admin fee / account holder | $1,995 | $7,248-72.5% | $5,948-66.5% | $11,250-82.3% |