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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 | $17,940 | $172,111-89.6% | $150,298-88.1% | $137,256-86.9% |
| Participation rate | 35.3% | 81.7%-46.4pp | 77.8%-42.5pp | 80.0%-44.7pp |
| Annual return | 20.98% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,237 | $6,166-63.7% | $5,453-59.0% | $6,407-65.1% |
| Admin fee / account holder | $946 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |