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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 | $27,389 | $211,288-87.0% | $178,540-84.7% | $145,884-81.2% |
| Participation rate | 35.3% | 80.8%-45.5pp | 77.1%-41.8pp | 80.3%-45.0pp |
| Annual return | 15.80% | 30.27%-14.5pp | 27.15%-11.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,494 | $6,967-78.6% | $6,281-76.2% | $6,690-77.7% |
| Admin fee / account holder | $412 | $12,105-96.6% | $10,424-96.0% | $13,392-96.9% |