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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 | $23,264 | $127,387-81.7% | $115,038-79.8% | $125,389-81.4% |
| Participation rate | 19.0% | 84.2%-65.1pp | 81.4%-62.3pp | 83.2%-64.1pp |
| Annual return | -1.60% | 31.28%-32.9pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,126 | $6,423-66.9% | $6,026-64.7% | $5,352-60.3% |
| Admin fee / account holder | $2,655 | $9,516-72.1% | $8,175-67.5% | $9,541-72.2% |