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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 | $24,349 | $45,119-46.0% | $85,126-71.4% | $74,429-67.3% |
| Participation rate | 31.0% | 49.4%-18.4pp | 67.5%-36.5pp | 67.2%-36.2pp |
| Annual return | 16.23% | 26.28%-10.0pp | 66.63%-50.4pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,048 | $2,738-61.7% | $4,523-76.8% | $4,348-75.9% |
| Admin fee / account holder | $6,344 | $2,214+186.5% | $6,160+3.0% | $1,944+226.3% |