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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 | $30,088 | $47,105-36.1% | $68,368-56.0% | $67,986-55.7% |
| Participation rate | 24.2% | 51.8%-27.6pp | 73.8%-49.6pp | 57.2%-33.0pp |
| Annual return | 21.49% | 48.37%-26.9pp | 292.57%-271.1pp | 31.67%-10.2pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,007 | $2,374-57.6% | $4,123-75.6% | $3,358-70.0% |
| Admin fee / account holder | $2,279 | $2,435-6.4% | $5,150-55.7% | $3,203-28.8% |