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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 | $19,959 | $51,184-61.0% | $66,439-70.0% | $86,983-77.1% |
| Participation rate | 17.9% | 68.5%-50.6pp | 74.5%-56.6pp | 69.5%-51.7pp |
| Annual return | 22.70% | 17.07%+5.6pp | 757.66%-735.0pp | 25.83%-3.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,252 | $2,927-57.2% | $3,876-67.7% | $4,194-70.1% |
| Admin fee / account holder | $1,858 | $4,154-55.3% | $6,173-69.9% | $7,856-76.4% |