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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 | $25,961 | $58,311-55.5% | $81,882-68.3% | $80,959-67.9% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 13.58% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,074 | $3,287-67.3% | $4,323-75.2% | $4,300-75.0% |
| Admin fee / account holder | $928 | $4,752-80.5% | $7,360-87.4% | $6,925-86.6% |