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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 | $27,933 | $56,116-50.2% | $135,768-79.4% | $86,983-67.9% |
| Participation rate | 20.0% | 60.1%-40.1pp | 71.1%-51.1pp | 69.5%-49.5pp |
| Annual return | 14.61% | 125.33%-110.7pp | 526.10%-511.5pp | 25.83%-11.2pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,047 | $2,690-23.9% | $3,977-48.5% | $4,194-51.2% |
| Admin fee / account holder | $6,011 | $4,314+39.3% | $7,048-14.7% | $7,856-23.5% |