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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 | $25,512 | $58,311-56.2% | $81,882-68.8% | $80,959-68.5% |
| Participation rate | 17.5% | 63.5%-46.0pp | 72.4%-54.9pp | 67.7%-50.2pp |
| Annual return | 11.93% | 41.85%-29.9pp | 779.47%-767.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,008 | $3,287-69.3% | $4,323-76.7% | $4,300-76.5% |
| Admin fee / account holder | $308 | $4,752-93.5% | $7,360-95.8% | $6,925-95.6% |