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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 | $25,805 | $73,518-64.9% | $63,003-59.0% | $147,585-82.5% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.8%-6.6pp | 82.8%-14.6pp |
| Annual return | 11.64% | 175.46%-163.8pp | 87.59%-75.9pp | 578.56%-566.9pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,757 | $4,183-34.1% | $3,329-17.2% | $5,439-49.3% |
| Admin fee / account holder | $842 | $5,952-85.8% | $3,600-76.6% | $10,885-92.3% |