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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 | $25,732 | $48,337-46.8% | $67,560-61.9% | $80,959-68.2% |
| Participation rate | 28.0% | 66.4%-38.4pp | 72.9%-44.9pp | 67.7%-39.7pp |
| Annual return | 13.31% | 18.26%-5.0pp | 3533.50%-3520.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,601 | $2,928-45.3% | $4,004-60.0% | $4,300-62.8% |
| Admin fee / account holder | $1,083 | $3,695-70.7% | $3,994-72.9% | $6,925-84.4% |