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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 | $26,092 | $103,008-74.7% | $90,304-71.1% | $152,897-82.9% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 20.39% | 95.22%-74.8pp | 78.13%-57.7pp | 345.43%-325.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,327 | $4,281-69.0% | $3,885-65.9% | $5,851-77.3% |
| Admin fee / account holder | $8,517 | $6,175+37.9% | $5,354+59.1% | $11,599-26.6% |