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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 | $25,639 | $118,680-78.4% | $98,910-74.1% | $158,931-83.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 12.00% | 372.35%-360.3pp | 196.44%-184.4pp | 302.86%-290.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,126 | $5,088-58.2% | $4,244-49.9% | $5,982-64.5% |
| Admin fee / account holder | $1,485 | $10,131-85.3% | $6,642-77.6% | $11,247-86.8% |