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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 | $20,073 | $211,224-90.5% | $178,505-88.8% | $145,897-86.2% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 13.87% | 30.28%-16.4pp | 27.16%-13.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,036 | $6,966-42.1% | $6,280-35.7% | $6,689-39.7% |
| Admin fee / account holder | $2,918 | $12,109-75.9% | $10,428-72.0% | $13,390-78.2% |