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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 | $69,118-60.1% | $53,647-48.6% | $138,895-80.1% |
| Participation rate | 18.8% | 64.0%-45.2pp | 56.3%-37.5pp | 79.9%-61.2pp |
| Annual return | 7.95% | 248.26%-240.3pp | 358.33%-350.4pp | 145.39%-137.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $833 | $2,274-63.4% | $1,813-54.1% | $6,396-87.0% |
| Admin fee / account holder | $3,678 | $2,724+35.0% | $2,460+49.5% | $12,562-70.7% |