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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 | $26,776 | $99,079-73.0% | $78,002-65.7% | $273,972-90.2% |
| Participation rate | 38.1% | 78.6%-40.5pp | 75.5%-37.4pp | 83.0%-44.9pp |
| Annual return | 7.11% | 217.93%-210.8pp | 425.99%-418.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,296 | $4,306-69.9% | $3,497-62.9% | $5,287-75.5% |
| Admin fee / account holder | $3,959 | $8,954-55.8% | $5,481-27.8% | $10,133-60.9% |