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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 | $110,286-82.7% | $96,569-80.2% | $139,427-86.3% |
| Participation rate | 25.0% | 78.1%-53.1pp | 76.0%-51.0pp | 80.3%-55.3pp |
| Annual return | 18.87% | 26.39%-7.5pp | 25.87%-7.0pp | 373.27%-354.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,636 | $5,546-52.5% | $4,851-45.7% | $6,711-60.7% |
| Admin fee / account holder | $1,764 | $11,592-84.8% | $8,251-78.6% | $11,404-84.5% |