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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 | $17,925 | $174,379-89.7% | $152,093-88.2% | $138,895-87.1% |
| Participation rate | 30.0% | 81.6%-51.6pp | 77.8%-47.8pp | 79.9%-49.9pp |
| Annual return | 12.46% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,803 | $6,159-70.7% | $5,451-66.9% | $6,396-71.8% |
| Admin fee / account holder | $1,160 | $16,880-93.1% | $14,497-92.0% | $12,562-90.8% |