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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 | $101,618-79.6% | $93,063-77.7% | $137,256-84.9% |
| Participation rate | 22.7% | 74.9%-52.2pp | 72.1%-49.4pp | 80.0%-57.2pp |
| Annual return | 31.24% | 223.95%-192.7pp | 34.15%-2.9pp | 220.34%-189.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,260 | $4,279-47.2% | $3,958-42.9% | $6,407-64.7% |
| Admin fee / account holder | $669 | $6,198-89.2% | $6,033-88.9% | $12,270-94.6% |