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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 | $97,289-74.8% | $92,805-73.6% | $155,188-84.2% |
| Participation rate | 64.7% | 84.2%-19.5pp | 83.5%-18.8pp | 80.8%-16.1pp |
| Annual return | 0.00% | 29.03%-29.0pp | 31.59%-31.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,393 | $8,795+29.5% | $8,448+34.9% | $6,531+74.4% |
| Admin fee / account holder | $1,815 | $12,015-84.9% | $10,911-83.4% | $14,480-87.5% |