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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 | $27,277 | $103,000-73.5% | $90,300-69.8% | $152,885-82.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 21.67% | 95.19%-73.5pp | 78.11%-56.4pp | 345.39%-323.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,327 | $4,281-45.6% | $3,884-40.1% | $5,851-60.2% |
| Admin fee / account holder | $421 | $6,173-93.2% | $5,353-92.1% | $11,598-96.4% |