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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 | $28,358 | $102,422-72.3% | $147,117-80.7% | $80,959-65.0% |
| Participation rate | 50.7% | 75.9%-25.2pp | 82.2%-31.5pp | 67.7%-17.0pp |
| Annual return | 28.64% | 135.16%-106.5pp | 420.54%-391.9pp | 35.67%-7.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,873 | $6,652+3.3% | $8,065-14.8% | $4,300+59.8% |
| Admin fee / account holder | $5,603 | $7,953-29.5% | $12,993-56.9% | $6,925-19.1% |