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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 | $24,477 | $100,970-75.8% | $96,576-74.7% | $137,256-82.2% |
| Participation rate | 64.7% | 82.6%-17.9pp | 81.4%-16.7pp | 80.0%-15.3pp |
| Annual return | 0.00% | 38.16%-38.2pp | 38.47%-38.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,393 | $8,286+37.5% | $7,956+43.2% | $6,407+77.8% |
| Admin fee / account holder | $1,815 | $11,312-84.0% | $11,381-84.1% | $12,270-85.2% |