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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 | $28,255 | $72,071-60.8% | $68,368-58.7% | $137,256-79.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 19.24% | 353.14%-333.9pp | 292.57%-273.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,681 | $4,410-16.5% | $4,123-10.7% | $6,407-42.6% |
| Admin fee / account holder | $412 | $5,336-92.3% | $5,150-92.0% | $12,270-96.6% |