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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 | $53,063-47.4% | $124,206-77.5% | $82,637-66.2% |
| Participation rate | 20.0% | 58.4%-38.4pp | 69.6%-49.6pp | 68.1%-48.1pp |
| Annual return | 14.61% | 68.87%-54.3pp | 515.27%-500.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,047 | $2,644-22.6% | $3,968-48.4% | $4,126-50.4% |
| Admin fee / account holder | $6,011 | $4,281+40.4% | $5,929+1.4% | $7,339-18.1% |