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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 | $20,269 | $59,006-65.6% | $97,260-79.2% | $74,459-72.8% |
| Participation rate | 27.3% | 63.7%-36.4pp | 72.7%-45.4pp | 67.2%-40.0pp |
| Annual return | 13.97% | 16.04%-2.1pp | 75.54%-61.6pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,721-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,765 | $3,671-51.9% | $4,262-58.6% | $4,350-59.4% |
| Admin fee / account holder | $2,833 | $1,974+43.5% | $5,640-49.8% | $1,945+45.7% |