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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 | $27,892 | $85,766-67.5% | $136,298-79.5% | $70,126-60.2% |
| Participation rate | 29.8% | 74.2%-44.4pp | 81.9%-52.1pp | 69.5%-39.8pp |
| Annual return | 21.06% | 31.46%-10.4pp | 5156.27%-5135.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,164 | $5,051-57.2% | $6,247-65.4% | $3,332-35.1% |
| Admin fee / account holder | $694 | $5,421-87.2% | $9,244-92.5% | $4,645-85.1% |