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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 | $27,258 | $107,941-74.7% | $91,994-70.4% | $152,897-82.2% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 28.88% | 89.28%-60.4pp | 69.04%-40.2pp | 345.43%-316.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,000 | $6,366+119.9% | $5,924+136.3% | $5,851+139.3% |
| Admin fee / account holder | $9,179 | $10,521-12.8% | $7,744+18.5% | $11,599-20.9% |