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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 | $20,747 | $85,024-75.6% | $70,544-70.6% | $139,466-85.1% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.4%-28.4pp | 80.3%-40.3pp |
| Annual return | 15.21% | 30.39%-15.2pp | 32.79%-17.6pp | 373.66%-358.5pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,851 | $5,891-51.6% | $4,568-37.6% | $6,712-57.5% |
| Admin fee / account holder | $396 | $8,928-95.6% | $6,427-93.8% | $11,409-96.5% |