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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 | $26,390 | $51,638-48.9% | $68,368-61.4% | $82,448-68.0% |
| Participation rate | 23.8% | 63.6%-39.8pp | 73.8%-49.9pp | 68.1%-44.3pp |
| Annual return | 13.47% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $775 | $2,914-73.4% | $4,123-81.2% | $4,139-81.3% |
| Admin fee / account holder | $994 | $4,643-78.6% | $5,150-80.7% | $7,234-86.3% |