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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 | $27,444 | $71,197-61.5% | $93,669-70.7% | $80,925-66.1% |
| Participation rate | 31.9% | 60.4%-28.5pp | 68.7%-36.8pp | 67.7%-35.7pp |
| Annual return | 18.90% | 11.27%+7.6pp | 133.59%-114.7pp | 35.65%-16.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,277 | $4,036-68.3% | $4,416-71.1% | $4,299-70.3% |
| Admin fee / account holder | $371 | $6,959-94.7% | $8,291-95.5% | $6,940-94.7% |