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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 | $15,565 | $108,942-85.7% | $100,415-84.5% | $145,897-89.3% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 15.78% | 58.27%-42.5pp | 49.47%-33.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,956 | $8,461-29.6% | $8,091-26.4% | $6,689-11.0% |
| Admin fee / account holder | $2,848 | $9,702-70.6% | $7,906-64.0% | $13,390-78.7% |