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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 | $24,009 | $157,829-84.8% | $136,867-82.5% | $198,609-87.9% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 17.24% | 51.25%-34.0pp | 42.97%-25.7pp | 202.70%-185.5pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,792 | $5,463-67.2% | $4,924-63.6% | $6,977-74.3% |
| Admin fee / account holder | $746 | $11,107-93.3% | $10,340-92.8% | $19,030-96.1% |