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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 | $29,258 | $211,239-86.1% | $178,528-83.6% | $145,877-79.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.54% | 30.22%-19.7pp | 27.11%-16.6pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,262 | $6,963+104.8% | $6,278+127.2% | $6,691+113.2% |
| Admin fee / account holder | $10,213 | $12,095-15.6% | $10,419-2.0% | $13,402-23.8% |