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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 | $18,881 | $77,908-75.8% | $149,696-87.4% | $75,173-74.9% |
| Participation rate | 17.5% | 65.6%-48.0pp | 78.8%-61.2pp | 67.2%-49.7pp |
| Annual return | 26.30% | 31.73%-5.4pp | 134.46%-108.2pp | 160.72%-134.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $869 | $3,411-74.5% | $5,682-84.7% | $4,126-78.9% |
| Admin fee / account holder | $521 | $5,950-91.2% | $13,212-96.1% | $5,651-90.8% |