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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 | $16,768 | $94,439-82.2% | $73,658-77.2% | $154,746-89.2% |
| Participation rate | 25.0% | 64.7%-39.7pp | 57.0%-32.0pp | 80.7%-55.7pp |
| Annual return | 12.64% | 28.25%-15.6pp | 29.72%-17.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,627 | $2,527+4.0% | $2,062+27.4% | $6,730-61.0% |
| Admin fee / account holder | $353 | $3,843-90.8% | $3,357-89.5% | $14,365-97.5% |