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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 | $123,155-85.7% | $108,753-83.8% | $155,188-88.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 19.21% | 44.73%-25.5pp | 37.47%-18.3pp | 148.84%-129.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,526 | $4,623+41.1% | $4,115+58.6% | $6,531-0.1% |
| Admin fee / account holder | $40,520 | $12,126+234.1% | $10,320+292.7% | $14,480+179.8% |