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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 | $26,384 | $72,071-63.4% | $68,368-61.4% | $137,256-80.8% |
| Participation rate | 34.8% | 76.2%-41.5pp | 73.8%-39.0pp | 80.0%-45.2pp |
| Annual return | 20.34% | 353.14%-332.8pp | 292.57%-272.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,520 | $4,410-42.9% | $4,123-38.9% | $6,407-60.7% |
| Admin fee / account holder | $1,120 | $5,336-79.0% | $5,150-78.3% | $12,270-90.9% |