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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 | $16,808 | $107,368-84.3% | $92,915-81.9% | $152,909-89.0% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.0%-39.6pp | 82.5%-46.1pp |
| Annual return | 18.68% | 145.64%-127.0pp | 109.45%-90.8pp | 345.46%-326.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,372 | $4,848-71.7% | $4,238-67.6% | $5,851-76.5% |
| Admin fee / account holder | $4,215 | $7,082-40.5% | $5,796-27.3% | $11,601-63.7% |