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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 | $43,730-31.2% | $66,674-54.9% | $64,097-53.1% |
| Participation rate | 24.2% | 50.7%-26.6pp | 73.7%-49.5pp | 55.2%-31.0pp |
| Annual return | 21.49% | 53.62%-32.1pp | 321.24%-299.7pp | 34.64%-13.1pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,007 | $2,122-52.6% | $4,084-75.4% | $3,080-67.3% |
| Admin fee / account holder | $2,279 | $2,708-15.8% | $5,098-55.3% | $3,454-34.0% |