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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 | $25,064 | $110,248-77.3% | $95,728-73.8% | $139,456-82.0% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 11.68% | 27.16%-15.5pp | 28.40%-16.7pp | 373.45%-361.8pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,873 | $4,675-59.9% | $4,245-55.9% | $6,711-72.1% |
| Admin fee / account holder | $960 | $6,607-85.5% | $5,673-83.1% | $11,407-91.6% |