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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 | $20,284 | $45,566-55.5% | $64,105-68.4% | $59,633-66.0% |
| Participation rate | 49.0% | 60.2%-11.1pp | 68.2%-19.1pp | 68.7%-19.7pp |
| Annual return | 7.32% | 4.95%+2.4pp | 791.24%-783.9pp | 2041.45%-2034.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,317 | $2,057+12.7% | $2,822-17.9% | $3,192-27.4% |
| Admin fee / account holder | $1,007 | $3,268-69.2% | $4,499-77.6% | $4,297-76.6% |