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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 | $20,271 | $107,368-81.1% | $92,915-78.2% | $152,909-86.7% |
| Participation rate | 47.4% | 79.8%-32.4pp | 76.0%-28.6pp | 82.5%-35.1pp |
| Annual return | 15.78% | 145.64%-129.9pp | 109.45%-93.7pp | 345.46%-329.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,833 | $4,848-20.9% | $4,238-9.6% | $5,851-34.5% |
| Admin fee / account holder | $12,370 | $7,082+74.7% | $5,796+113.4% | $11,601+6.6% |