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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 | $27,655 | $43,133-35.9% | $89,414-69.1% | $73,493-62.4% |
| Participation rate | 38.9% | 55.0%-16.0pp | 68.0%-29.0pp | 70.7%-31.7pp |
| Annual return | 28.83% | 135.66%-106.8pp | 245.50%-216.7pp | 28.51%+0.3pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,451 | $2,445+0.3% | $3,890-37.0% | $3,740-34.5% |
| Admin fee / account holder | $1,079 | $444+143.1% | $4,883-77.9% | $513+110.3% |