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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 | $20,226 | $49,976-59.5% | $66,674-69.7% | $82,637-75.5% |
| Participation rate | 41.4% | 63.1%-21.7pp | 73.7%-32.3pp | 68.1%-26.7pp |
| Annual return | 13.87% | 39.09%-25.2pp | 321.24%-307.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,770 | $2,847-37.8% | $4,084-56.7% | $4,126-57.1% |
| Admin fee / account holder | $3,325 | $4,594-27.6% | $5,098-34.8% | $7,339-54.7% |