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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 | $16,346 | $181,062-91.0% | $158,223-89.7% | $155,188-89.5% |
| Participation rate | 47.8% | 82.7%-34.8pp | 79.2%-31.4pp | 80.8%-33.0pp |
| Annual return | 20.07% | 57.39%-37.3pp | 52.09%-32.0pp | 148.84%-128.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,400 | $6,134-60.9% | $5,467-56.1% | $6,531-63.3% |
| Admin fee / account holder | $1,081 | $18,825-94.3% | $16,047-93.3% | $14,480-92.5% |