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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 | $26,315 | $49,976-47.3% | $66,674-60.5% | $82,637-68.2% |
| Participation rate | 22.9% | 63.1%-40.2pp | 73.7%-50.8pp | 68.1%-45.2pp |
| Annual return | 19.28% | 39.09%-19.8pp | 321.24%-302.0pp | 53.51%-34.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,907 | $2,847-33.0% | $4,084-53.3% | $4,126-53.8% |
| Admin fee / account holder | $411 | $4,594-91.0% | $5,098-91.9% | $7,339-94.4% |