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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 | $17,568 | $115,225-84.8% | $100,712-82.6% | $138,895-87.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 19.21% | 40.35%-21.1pp | 33.27%-14.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,526 | $4,699+38.9% | $4,085+59.7% | $6,396+2.0% |
| Admin fee / account holder | $40,520 | $10,844+273.7% | $9,256+337.8% | $12,562+222.6% |