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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 | $20,502 | $53,837-61.9% | $75,714-72.9% | $85,847-76.1% |
| Participation rate | 39.1% | 69.1%-29.9pp | 74.8%-35.7pp | 69.3%-30.2pp |
| Annual return | 21.53% | 24.54%-3.0pp | 104.62%-83.1pp | 318.61%-297.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,005 | $2,895+72.8% | $3,820+31.0% | $3,952+26.6% |
| Admin fee / account holder | $9,207 | $3,339+175.7% | $3,619+154.4% | $6,261+47.1% |