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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 | $14,561 | $165,584-91.2% | $142,942-89.8% | $137,256-89.4% |
| Participation rate | 55.6% | 80.1%-24.5pp | 76.8%-21.3pp | 80.0%-24.4pp |
| Annual return | 10.57% | 164.22%-153.6pp | 113.70%-103.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,346 | $8,194-59.2% | $7,128-53.1% | $6,407-47.8% |
| Admin fee / account holder | $10,230 | $16,167-36.7% | $12,475-18.0% | $12,270-16.6% |