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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 | $17,978 | $58,311-69.2% | $81,882-78.0% | $80,959-77.8% |
| Participation rate | 21.0% | 63.5%-42.5pp | 72.4%-51.4pp | 67.7%-46.7pp |
| Annual return | 13.59% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,424 | $3,287-56.7% | $4,323-67.1% | $4,300-66.9% |
| Admin fee / account holder | $2,984 | $4,752-37.2% | $7,360-59.5% | $6,925-56.9% |