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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 | $24,738 | $118,708-79.2% | $98,920-75.0% | $158,982-84.4% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 7.21% | 372.49%-365.3pp | 196.47%-189.3pp | 302.99%-295.8pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,633 | $5,089-67.9% | $4,245-61.5% | $5,983-72.7% |
| Admin fee / account holder | $863 | $10,134-91.5% | $6,643-87.0% | $11,252-92.3% |