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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 | $25,349 | $84,236-69.9% | $170,435-85.1% | $70,126-63.9% |
| Participation rate | 49.2% | 70.8%-21.7pp | 83.6%-34.4pp | 69.5%-20.4pp |
| Annual return | 16.90% | 23.06%-6.2pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $907 | $3,086-70.6% | $4,939-81.6% | $3,332-72.8% |
| Admin fee / account holder | $977 | $5,698-82.8% | $13,881-93.0% | $4,645-79.0% |