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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 | $25,687 | $53,128-51.7% | $86,581-70.3% | $70,124-63.4% |
| Participation rate | 38.2% | 65.3%-27.1pp | 73.5%-35.3pp | 69.5%-31.3pp |
| Annual return | 17.27% | 27.66%-10.4pp | 965.06%-947.8pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,526 | $2,695-43.4% | $3,609-57.7% | $3,332-54.2% |
| Admin fee / account holder | $8,545 | $3,584+138.4% | $4,904+74.2% | $4,645+84.0% |