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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 | $23,441 | $49,199-52.4% | $121,210-80.7% | $75,177-68.8% |
| Participation rate | 19.4% | 55.4%-36.1pp | 69.5%-50.2pp | 67.2%-47.8pp |
| Annual return | 24.88% | 56.04%-31.2pp | 987.41%-962.5pp | 160.75%-135.9pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,611 | $2,630-38.7% | $4,084-60.5% | $4,126-61.0% |
| Admin fee / account holder | $4,803 | $3,946+21.7% | $5,647-15.0% | $5,651-15.0% |