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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 | $28,023 | $61,125-54.2% | $94,057-70.2% | $87,485-68.0% |
| Participation rate | 10.2% | 64.1%-53.9pp | 73.3%-63.1pp | 68.9%-58.7pp |
| Annual return | 18.71% | 35.20%-16.5pp | 480.62%-461.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,149 | $3,260-64.8% | $4,709-75.6% | $4,274-73.1% |
| Admin fee / account holder | $665 | $5,629-88.2% | $7,244-90.8% | $7,775-91.4% |