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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 | $26,215 | $104,251-74.9% | $91,004-71.2% | $147,586-82.2% |
| Participation rate | 45.0% | 78.2%-33.2pp | 75.6%-30.6pp | 82.8%-37.8pp |
| Annual return | 14.00% | 27.06%-13.1pp | 4.60%+9.4pp | 578.59%-564.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,187 | $4,195-47.9% | $3,548-38.3% | $5,439-59.8% |
| Admin fee / account holder | $17,054 | $8,948+90.6% | $5,417+214.8% | $10,886+56.7% |