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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 | $23,591 | $182,442-87.1% | $163,379-85.6% | $138,895-83.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 13.36% | 72.74%-59.4pp | 63.41%-50.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,526 | $6,817-18.9% | $6,282-12.0% | $6,396-13.6% |
| Admin fee / account holder | $2,892 | $10,396-72.2% | $9,818-70.5% | $12,562-77.0% |