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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 | $21,042 | $160,028-86.9% | $147,080-85.7% | $145,884-85.6% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 12.03% | 98.60%-86.6pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,902 | $8,422-41.8% | $8,066-39.2% | $6,690-26.7% |
| Admin fee / account holder | $3,878 | $15,030-74.2% | $12,989-70.1% | $13,392-71.0% |