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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 | $19,211 | $108,897-82.4% | $100,378-80.9% | $145,877-86.8% |
| Participation rate | 41.2% | 83.0%-41.8pp | 81.5%-40.3pp | 80.3%-39.1pp |
| Annual return | 33.92% | 58.17%-24.3pp | 49.41%-15.5pp | 551.28%-517.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,658 | $8,455-68.6% | $8,087-67.1% | $6,691-60.3% |
| Admin fee / account holder | $1,599 | $9,690-83.5% | $7,899-79.8% | $13,402-88.1% |