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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 | $16,561 | $84,570-80.4% | $85,946-80.7% | $155,188-89.3% |
| Participation rate | 42.1% | 78.8%-36.7pp | 77.2%-35.1pp | 80.8%-38.7pp |
| Annual return | 19.96% | 35.96%-16.0pp | 31.33%-11.4pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $4,651-100.0% | $4,539-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,334 | $5,847-60.1% | $5,465-57.3% | $6,531-64.3% |
| Admin fee / account holder | $1,859 | $12,225-84.8% | $11,250-83.5% | $14,480-87.2% |