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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 | $21,084 | $55,423-62.0% | $155,602-86.4% | $74,400-71.7% |
| Participation rate | 21.2% | 61.9%-40.7pp | 78.2%-57.1pp | 67.2%-46.1pp |
| Annual return | 16.24% | 269.07%-252.8pp | 64.81%-48.6pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,489 | $2,835-12.2% | $5,629-55.8% | $4,348-42.8% |
| Admin fee / account holder | $872 | $1,744-50.0% | $15,923-94.5% | $1,944-55.1% |