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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 | $21,690 | $56,134-61.4% | $96,171-77.4% | $85,847-74.7% |
| Participation rate | 20.3% | 56.7%-36.4pp | 68.4%-48.2pp | 69.3%-49.0pp |
| Annual return | 13.15% | 42.30%-29.2pp | 192.04%-178.9pp | 318.61%-305.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,765 | $2,858-3.2% | $4,350-36.4% | $3,952-30.0% |
| Admin fee / account holder | $6,131 | $3,769+62.7% | $5,538+10.7% | $6,261-2.1% |