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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 | $26,384 | $157,829-83.3% | $136,867-80.7% | $198,609-86.7% |
| Participation rate | 34.8% | 77.2%-42.4pp | 74.5%-39.8pp | 82.4%-47.6pp |
| Annual return | 20.34% | 51.25%-30.9pp | 42.97%-22.6pp | 202.70%-182.4pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,520 | $5,463-53.9% | $4,924-48.8% | $6,977-63.9% |
| Admin fee / account holder | $1,120 | $11,107-89.9% | $10,340-89.2% | $19,030-94.1% |