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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 | $23,256 | $160,028-85.5% | $147,080-84.2% | $145,884-84.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 18.15% | 98.60%-80.5pp | 420.17%-402.0pp | 551.85%-533.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,033 | $8,422-40.2% | $8,066-37.6% | $6,690-24.8% |
| Admin fee / account holder | $2,854 | $15,030-81.0% | $12,989-78.0% | $13,392-78.7% |