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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 | $150,207-85.9% | $120,380-82.4% | $145,978-85.5% |
| Participation rate | 16.7% | 78.8%-62.1pp | 71.9%-55.2pp | 80.3%-63.6pp |
| Annual return | 10.20% | 154.28%-144.1pp | 107.28%-97.1pp | 550.52%-540.3pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,345 | $6,175-62.0% | $4,992-53.0% | $6,690-64.9% |
| Admin fee / account holder | $4,721 | $12,203-61.3% | $9,421-49.9% | $13,400-64.8% |