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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 | $23,925 | $53,837-55.6% | $75,714-68.4% | $85,847-72.1% |
| Participation rate | 41.9% | 69.1%-27.1pp | 74.8%-32.9pp | 69.3%-27.4pp |
| Annual return | 25.83% | 24.54%+1.3pp | 104.62%-78.8pp | 318.61%-292.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,009 | $2,895-65.1% | $3,820-73.6% | $3,952-74.5% |
| Admin fee / account holder | $1,478 | $3,339-55.7% | $3,619-59.2% | $6,261-76.4% |