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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 | $27,864 | $149,778-81.4% | $118,946-76.6% | $158,966-82.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 14.86% | 19.95%-5.1pp | 35.89%-21.0pp | 302.95%-288.1pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,354 | $5,225+21.6% | $4,266+48.9% | $5,983+6.2% |
| Admin fee / account holder | $444 | $8,604-94.8% | $6,581-93.3% | $11,250-96.1% |