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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 | $22,245 | $114,013-80.5% | $103,693-78.5% | $155,188-85.7% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 80.8%-60.8pp |
| Annual return | 19.54% | 49.31%-29.8pp | 47.61%-28.1pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,365 | $4,970-72.5% | $4,579-70.2% | $6,531-79.1% |
| Admin fee / account holder | $4,822 | $8,407-42.6% | $7,858-38.6% | $14,480-66.7% |