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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 | $26,430 | $165,939-84.1% | $122,354-78.4% | $147,586-82.1% |
| Participation rate | 36.4% | 79.6%-43.2pp | 71.6%-35.3pp | 82.8%-46.5pp |
| Annual return | 12.93% | 34.56%-21.6pp | 30.28%-17.3pp | 578.59%-565.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,166 | $4,005-70.9% | $3,287-64.5% | $5,439-78.6% |
| Admin fee / account holder | $10,829 | $7,425+45.9% | $5,479+97.7% | $10,886-0.5% |