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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 | $16,589 | $69,274-76.1% | $64,097-74.1% | $139,487-88.1% |
| Participation rate | 57.9% | 75.6%-17.7pp | 72.3%-14.4pp | 80.3%-22.4pp |
| Annual return | 18.75% | 46.00%-27.3pp | 33.75%-15.0pp | 373.84%-355.1pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,866 | $4,685-60.2% | $3,881-51.9% | $6,713-72.2% |
| Admin fee / account holder | $2,613 | $4,247-38.5% | $3,070-14.9% | $11,407-77.1% |