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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 | $32,556 | $165,912-80.4% | $122,342-73.4% | $147,585-77.9% |
| Participation rate | 20.0% | 79.6%-59.6pp | 71.6%-51.6pp | 82.8%-62.8pp |
| Annual return | 21.97% | 34.55%-12.6pp | 30.28%-8.3pp | 578.57%-556.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $261 | $4,005-93.5% | $3,287-92.1% | $5,439-95.2% |
| Admin fee / account holder | $937 | $7,424-87.4% | $5,478-82.9% | $10,885-91.4% |