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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 | $26,592 | $49,199-45.9% | $121,210-78.1% | $75,177-64.6% |
| Participation rate | 30.4% | 55.4%-25.0pp | 69.5%-39.1pp | 67.2%-36.8pp |
| Annual return | 15.23% | 56.04%-40.8pp | 987.41%-972.2pp | 160.75%-145.5pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,005 | $2,630-61.8% | $4,084-75.4% | $4,126-75.7% |
| Admin fee / account holder | $2,511 | $3,946-36.4% | $5,647-55.5% | $5,651-55.6% |