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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 | $21,819 | $182,442-88.0% | $163,379-86.6% | $138,895-84.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 13.30% | 72.74%-59.4pp | 63.41%-50.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,228 | $6,817-38.0% | $6,282-32.7% | $6,396-33.9% |
| Admin fee / account holder | $31,227 | $10,396+200.4% | $9,818+218.1% | $12,562+148.6% |