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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 | $15,807 | $172,111-90.8% | $150,298-89.5% | $137,256-88.5% |
| Participation rate | 38.5% | 81.7%-43.3pp | 77.8%-39.3pp | 80.0%-41.5pp |
| Annual return | 23.94% | 69.37%-45.4pp | 62.79%-38.9pp | 220.34%-196.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,971 | $6,166-51.8% | $5,453-45.5% | $6,407-53.6% |
| Admin fee / account holder | $1,117 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |