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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 | $15,145 | $70,366-78.5% | $66,674-77.3% | $138,895-89.1% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.7%-51.5pp | 79.9%-57.7pp |
| Annual return | 21.13% | 386.41%-365.3pp | 321.24%-300.1pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $926 | $4,374-78.8% | $4,084-77.3% | $6,396-85.5% |
| Admin fee / account holder | $400 | $5,262-92.4% | $5,098-92.1% | $12,562-96.8% |