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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 | $29,764 | $102,393-70.9% | $147,041-79.8% | $80,911-63.2% |
| Participation rate | 25.0% | 75.9%-50.9pp | 82.2%-57.2pp | 67.6%-42.6pp |
| Annual return | 17.36% | 134.95%-117.6pp | 419.21%-401.8pp | 35.63%-18.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,935 | $6,647-55.8% | $8,071-63.6% | $4,297-31.7% |
| Admin fee / account holder | $1,656 | $7,943-79.2% | $13,006-87.3% | $6,935-76.1% |