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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 | $20,883 | $77,419-73.0% | $69,461-69.9% | $152,885-86.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 16.22% | 39.07%-22.9pp | 28.97%-12.8pp | 345.39%-329.2pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,742 | $4,414-15.2% | $3,536+5.8% | $5,851-36.0% |
| Admin fee / account holder | $1,886 | $6,207-69.6% | $3,840-50.9% | $11,598-83.7% |