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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 | $14,457 | $104,664-86.2% | $85,693-83.1% | $167,518-91.4% |
| Participation rate | 33.3% | 76.4%-43.0pp | 69.9%-36.5pp | 82.1%-48.8pp |
| Annual return | 20.03% | 21.45%-1.4pp | 21.49%-1.5pp | 478.71%-458.7pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,617 | $4,824-66.5% | $3,923-58.8% | $6,342-74.5% |
| Admin fee / account holder | $1,170 | $10,032-88.3% | $6,874-83.0% | $12,312-90.5% |