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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 | $22,995 | $172,111-86.6% | $150,298-84.7% | $137,256-83.2% |
| Participation rate | 52.6% | 81.7%-29.1pp | 77.8%-25.1pp | 80.0%-27.3pp |
| Annual return | 16.40% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,897 | $6,166-53.0% | $5,453-46.9% | $6,407-54.8% |
| Admin fee / account holder | $3,870 | $16,471-76.5% | $14,116-72.6% | $12,270-68.5% |