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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 | $17,710 | $91,179-80.6% | $178,499-90.1% | $79,852-77.8% |
| Participation rate | 60.5% | 69.2%-8.7pp | 81.9%-21.4pp | 69.6%-9.1pp |
| Annual return | 19.91% | 24.19%-4.3pp | 151.10%-131.2pp | 31.72%-11.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,696 | $3,236-47.6% | $5,202-67.4% | $3,740-54.7% |
| Admin fee / account holder | $609 | $6,749-91.0% | $13,986-95.6% | $5,306-88.5% |