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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 | $17,144 | $97,125-82.3% | $86,233-80.1% | $137,256-87.5% |
| Participation rate | 27.3% | 74.2%-46.9pp | 69.0%-41.7pp | 80.0%-52.7pp |
| Annual return | 16.66% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,462 | $5,180-71.8% | $4,559-67.9% | $6,407-77.2% |
| Admin fee / account holder | $638 | $9,725-93.4% | $8,342-92.4% | $12,270-94.8% |