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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 | $21,300 | $101,618-79.0% | $93,063-77.1% | $137,256-84.5% |
| Participation rate | 25.0% | 74.9%-49.9pp | 72.1%-47.1pp | 80.0%-55.0pp |
| Annual return | 17.34% | 223.95%-206.6pp | 34.15%-16.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $869 | $4,279-79.7% | $3,958-78.0% | $6,407-86.4% |
| Admin fee / account holder | $1,634 | $6,198-73.6% | $6,033-72.9% | $12,270-86.7% |