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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 | $22,002 | $166,020-86.7% | $164,866-86.7% | $145,959-84.9% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.8pp |
| Annual return | 11.01% | 100.08%-89.1pp | 69.97%-59.0pp | 561.95%-550.9pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,257 | $6,961-67.6% | $6,033-62.6% | $6,689-66.3% |
| Admin fee / account holder | $9,049 | $16,644-45.6% | $12,689-28.7% | $13,398-32.5% |