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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 | $19,084 | $110,240-82.7% | $96,544-80.2% | $139,487-86.3% |
| Participation rate | 25.0% | 78.1%-53.1pp | 76.0%-51.0pp | 80.3%-55.3pp |
| Annual return | 18.87% | 26.41%-7.5pp | 25.88%-7.0pp | 373.84%-355.0pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,636 | $5,549-52.5% | $4,851-45.7% | $6,713-60.7% |
| Admin fee / account holder | $1,764 | $11,602-84.8% | $8,254-78.6% | $11,407-84.5% |