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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 | $21,972 | $57,330-61.7% | $86,656-74.6% | $75,177-70.8% |
| Participation rate | 14.3% | 63.2%-48.9pp | 71.7%-57.4pp | 67.2%-52.9pp |
| Annual return | 17.42% | 2675.40%-2658.0pp | 593.09%-575.7pp | 160.75%-143.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,076 | $3,320-67.6% | $4,439-75.8% | $4,126-73.9% |
| Admin fee / account holder | $579 | $4,115-85.9% | $5,619-89.7% | $5,651-89.8% |