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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 | $28,978 | $61,391-52.8% | $149,723-80.6% | $71,529-59.5% |
| Participation rate | 24.4% | 62.5%-38.1pp | 78.8%-54.3pp | 67.9%-43.5pp |
| Annual return | 13.29% | 35.88%-22.6pp | 134.50%-121.2pp | 28.97%-15.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $985 | $2,921-66.3% | $5,682-82.7% | $4,291-77.0% |
| Admin fee / account holder | $4,342 | $1,264+243.5% | $13,215-67.1% | $1,588+173.4% |