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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 | $26,553 | $158,852-83.3% | $121,220-78.1% | $135,380-80.4% |
| Participation rate | 34.8% | 79.3%-44.5pp | 71.8%-37.0pp | 82.6%-47.9pp |
| Annual return | 7.73% | -0.64%+8.4pp | 16.94%-9.2pp | 519.81%-512.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,168 | $4,006-45.9% | $3,345-35.2% | $5,609-61.3% |
| Admin fee / account holder | $31,875 | $6,515+389.3% | $5,021+534.9% | $10,828+194.4% |