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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 | $26,162 | $176,402-85.2% | $134,162-80.5% | $158,982-83.5% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.9pp | 82.0%-48.6pp |
| Annual return | 16.58% | 63.66%-47.1pp | 36.35%-19.8pp | 302.99%-286.4pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $830 | $4,093-79.7% | $3,500-76.3% | $5,983-86.1% |
| Admin fee / account holder | $507 | $8,719-94.2% | $6,685-92.4% | $11,252-95.5% |