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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 | $22,240 | $93,617-76.2% | $135,982-83.6% | $75,177-70.4% |
| Participation rate | 51.9% | 75.2%-23.3pp | 81.9%-30.1pp | 67.2%-15.4pp |
| Annual return | 17.39% | 30.89%-13.5pp | 68.32%-50.9pp | 160.75%-143.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,301 | $6,406-1.6% | $7,760-18.8% | $4,126+52.7% |
| Admin fee / account holder | $17,428 | $6,980+149.7% | $10,767+61.9% | $5,651+208.4% |