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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 | $28,576 | $80,812-64.6% | $160,784-82.2% | $82,448-65.3% |
| Participation rate | 20.8% | 66.2%-45.4pp | 77.0%-56.1pp | 68.1%-47.2pp |
| Annual return | 20.07% | 100.59%-80.5pp | 1803.92%-1783.9pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,555 | $4,335-64.1% | $6,293-75.3% | $4,139-62.4% |
| Admin fee / account holder | $511 | $7,695-93.4% | $9,717-94.7% | $7,234-92.9% |