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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 | $21,151 | $150,412-85.9% | $120,574-82.5% | $145,884-85.5% |
| Participation rate | 16.7% | 78.8%-62.1pp | 71.9%-55.3pp | 80.3%-63.6pp |
| Annual return | 10.20% | 154.50%-144.3pp | 107.42%-97.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,345 | $6,175-62.0% | $4,996-53.1% | $6,690-64.9% |
| Admin fee / account holder | $4,721 | $12,224-61.4% | $9,445-50.0% | $13,392-64.7% |