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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 | $20,763 | $125,778-83.5% | $114,563-81.9% | $154,746-86.6% |
| Participation rate | 22.7% | 75.2%-52.5pp | 72.9%-50.2pp | 80.7%-58.0pp |
| Annual return | 31.24% | 295.14%-263.9pp | 241.09%-209.9pp | 172.34%-141.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,260 | $4,445-49.2% | $4,142-45.4% | $6,730-66.4% |
| Admin fee / account holder | $669 | $8,190-91.8% | $7,623-91.2% | $14,365-95.3% |