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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 | $20,427 | $118,877-82.8% | $96,570-78.8% | $167,536-87.8% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 14.26% | 50.50%-36.2pp | 37.79%-23.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,283 | $4,617-72.2% | $3,849-66.7% | $6,342-79.8% |
| Admin fee / account holder | $476 | $8,069-94.1% | $6,182-92.3% | $12,315-96.1% |