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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 | $19,771 | $97,289-79.7% | $92,805-78.7% | $155,188-87.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 20.03% | 29.03%-9.0pp | 31.59%-11.6pp | 148.84%-128.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,595 | $8,795-36.4% | $8,448-33.8% | $6,531-14.3% |
| Admin fee / account holder | $1,507 | $12,015-87.5% | $10,911-86.2% | $14,480-89.6% |