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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 | $28,543 | $100,262-71.5% | $81,370-64.9% | $145,897-80.4% |
| Participation rate | 38.5% | 74.3%-35.8pp | 69.5%-31.1pp | 80.3%-41.8pp |
| Annual return | 8.72% | 34.52%-25.8pp | 24.85%-16.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,242 | $4,612-73.1% | $3,885-68.0% | $6,689-81.4% |
| Admin fee / account holder | $1,106 | $8,163-86.5% | $5,749-80.8% | $13,390-91.7% |