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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 | $21,295 | $85,169-75.0% | $172,755-87.7% | $72,983-70.8% |
| Participation rate | 31.4% | 70.1%-38.6pp | 82.6%-51.2pp | 69.5%-38.1pp |
| Annual return | 20.34% | 27.32%-7.0pp | 802.94%-782.6pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,415 | $3,260-56.6% | $5,198-72.8% | $3,608-60.8% |
| Admin fee / account holder | $10,382 | $5,880+76.6% | $13,955-25.6% | $5,124+102.6% |