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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 | $16,911 | $134,817-87.5% | $123,973-86.4% | $155,188-89.1% |
| Participation rate | 56.3% | 79.4%-23.1pp | 76.7%-20.4pp | 80.8%-24.6pp |
| Annual return | 19.97% | 515.49%-495.5pp | 388.13%-368.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,414 | $5,706-57.7% | $5,247-54.0% | $6,531-63.0% |
| Admin fee / account holder | $332 | $13,245-97.5% | $11,799-97.2% | $14,480-97.7% |