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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 | $31,829 | $34,316-7.2% | $74,722-57.4% | $72,975-56.4% |
| Participation rate | 27.1% | 42.4%-15.3pp | 54.5%-27.4pp | 69.5%-42.4pp |
| Annual return | 24.98% | 26.58%-1.6pp | 753.11%-728.1pp | 81.01%-56.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $403 | $1,272-68.3% | $1,963-79.5% | $3,608-88.8% |
| Admin fee / account holder | $2,495 | $2,125+17.4% | $3,335-25.2% | $5,124-51.3% |