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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 | $22,364 | $165,939-86.5% | $122,354-81.7% | $147,586-84.8% |
| Participation rate | 14.3% | 79.6%-65.3pp | 71.6%-57.4pp | 82.8%-68.5pp |
| Annual return | 12.98% | 34.56%-21.6pp | 30.28%-17.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $289 | $4,005-92.8% | $3,287-91.2% | $5,439-94.7% |
| Admin fee / account holder | $530 | $7,425-92.9% | $5,479-90.3% | $10,886-95.1% |