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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 | $25,378 | $85,171-70.2% | $172,752-85.3% | $72,975-65.2% |
| Participation rate | 42.1% | 70.1%-28.0pp | 82.6%-40.5pp | 69.5%-27.4pp |
| Annual return | 22.75% | 27.32%-4.6pp | 802.97%-780.2pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,686 | $3,260-48.3% | $5,198-67.6% | $3,608-53.3% |
| Admin fee / account holder | $8,972 | $5,880+52.6% | $13,955-35.7% | $5,124+75.1% |