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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 | $21,791 | $53,128-59.0% | $86,582-74.8% | $70,126-68.9% |
| Participation rate | 52.9% | 65.3%-12.4pp | 73.5%-20.6pp | 69.5%-16.6pp |
| Annual return | 20.17% | 27.66%-7.5pp | 965.08%-944.9pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,685 | $2,695-37.5% | $3,609-53.3% | $3,332-49.4% |
| Admin fee / account holder | $1,167 | $3,584-67.4% | $4,904-76.2% | $4,645-74.9% |