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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 | $22,972 | $102,595-77.6% | $94,057-75.6% | $154,746-85.2% |
| Participation rate | 53.8% | 76.0%-22.1pp | 73.3%-19.5pp | 80.7%-26.9pp |
| Annual return | 12.86% | 583.42%-570.6pp | 480.62%-467.8pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,056 | $5,118-59.8% | $4,709-56.3% | $6,730-69.4% |
| Admin fee / account holder | $1,805 | $7,736-76.7% | $7,244-75.1% | $14,365-87.4% |