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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 | $58,241-55.4% | $81,780-68.3% | $80,911-67.9% |
| Participation rate | 20.0% | 63.4%-43.4pp | 72.4%-52.4pp | 67.6%-47.6pp |
| Annual return | 13.58% | 41.73%-28.1pp | 776.27%-762.7pp | 35.63%-22.0pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,074 | $3,283-67.3% | $4,321-75.2% | $4,297-75.0% |
| Admin fee / account holder | $928 | $4,973-81.3% | $7,384-87.4% | $6,935-86.6% |