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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 | $21,515 | $121,656-82.3% | $104,614-79.4% | $158,950-86.5% |
| Participation rate | 46.2% | 77.5%-31.4pp | 74.1%-27.9pp | 82.0%-35.8pp |
| Annual return | 17.02% | 465.51%-448.5pp | 340.56%-323.5pp | 302.91%-285.9pp |
| Employer contribution / active EE | $0 | $3,164-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,693 | $4,177-59.5% | $3,739-54.7% | $5,983-71.7% |
| Admin fee / account holder | $2,965 | $7,775-61.9% | $6,464-54.1% | $11,248-73.6% |