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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 | $23,642 | $152,591-84.5% | $117,529-79.9% | $134,545-82.4% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | 12.56% | 53.04%-40.5pp | 29.77%-17.2pp | 418.37%-405.8pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,968 | $4,821-38.4% | $4,072-27.1% | $6,401-53.6% |
| Admin fee / account holder | $1,046 | $7,004-85.1% | $5,645-81.5% | $11,431-90.8% |