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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 | $20,054 | $103,038-80.5% | $90,324-77.8% | $152,909-86.9% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.5%-37.0pp |
| Annual return | 23.43% | 95.25%-71.8pp | 78.15%-54.7pp | 345.46%-322.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,429 | $4,282+3.4% | $3,885+14.0% | $5,851-24.3% |
| Admin fee / account holder | $1,789 | $6,177-71.0% | $5,356-66.6% | $11,601-84.6% |