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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 | $27,593 | $67,823-59.3% | $52,425-47.4% | $137,256-79.9% |
| Participation rate | 18.8% | 63.9%-45.2pp | 55.6%-36.9pp | 80.0%-61.2pp |
| Annual return | 7.95% | 219.11%-211.2pp | 302.12%-294.2pp | 220.34%-212.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $833 | $2,288-63.6% | $1,790-53.5% | $6,407-87.0% |
| Admin fee / account holder | $3,678 | $2,844+29.3% | $2,495+47.4% | $12,270-70.0% |