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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 | $25,282 | $178,174-85.8% | $156,181-83.8% | $137,256-81.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 22.47% | 84.19%-61.7pp | 64.87%-42.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,739 | $6,888-31.2% | $6,132-22.7% | $6,407-26.0% |
| Admin fee / account holder | $1,944 | $17,404-88.8% | $14,586-86.7% | $12,270-84.2% |