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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 | $24,576 | $69,733-64.8% | $299,830-91.8% | $69,733-64.8% |
| Participation rate | 25.8% | 62.5%-36.7pp | 78.5%-52.7pp | 62.5%-36.7pp |
| Annual return | 26.42% | 15.22%+11.2pp | 10.58%+15.8pp | 15.22%+11.2pp |
| Employer contribution / active EE | $0 | $2,250-100.0% | $5,842-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,267 | $3,054-58.5% | $7,038-82.0% | $3,054-58.5% |
| Admin fee / account holder | $2,057 | $3,102-33.7% | $50,982-96.0% | $3,102-33.7% |