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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 | $22,458 | $97,125-76.9% | $86,233-74.0% | $137,256-83.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.0%-31.5pp | 80.0%-42.5pp |
| Annual return | 21.21% | 74.19%-53.0pp | 61.39%-40.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,027 | $5,180+16.4% | $4,559+32.2% | $6,407-5.9% |
| Admin fee / account holder | $1,208 | $9,725-87.6% | $8,342-85.5% | $12,270-90.2% |