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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 | $27,532 | $78,690-65.0% | $161,489-83.0% | $87,485-68.5% |
| Participation rate | 25.0% | 67.5%-42.5pp | 78.7%-53.7pp | 68.9%-43.9pp |
| Annual return | 18.84% | 32.74%-13.9pp | 89.72%-70.9pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,097 | $3,311-66.9% | $5,630-80.5% | $4,274-74.3% |
| Admin fee / account holder | $3,429 | $6,724-49.0% | $16,006-78.6% | $7,775-55.9% |