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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 | $22,361 | $113,338-80.3% | $94,993-76.5% | $147,586-84.8% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 15.03% | 20.80%-5.8pp | 27.14%-12.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $570 | $3,777-84.9% | $3,317-82.8% | $5,439-89.5% |
| Admin fee / account holder | $3,622 | $6,063-40.3% | $4,960-27.0% | $10,886-66.7% |