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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 | $32,125 | $100,279-68.0% | $81,353-60.5% | $145,884-78.0% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 14.62% | 34.49%-19.9pp | 24.82%-10.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $953 | $4,611-79.3% | $3,885-75.5% | $6,690-85.7% |
| Admin fee / account holder | $13,500 | $8,206+64.5% | $5,766+134.1% | $13,392+0.8% |