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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 | $29,019 | $91,525-68.3% | $130,026-77.7% | $75,181-61.4% |
| Participation rate | 23.6% | 71.4%-47.8pp | 78.5%-54.9pp | 67.2%-43.6pp |
| Annual return | 18.42% | -631.40%+649.8pp | -137.26%+155.7pp | 160.69%-142.3pp |
| Employer contribution / active EE | $1 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,041 | $4,342-53.0% | $5,821-64.9% | $4,126-50.5% |
| Admin fee / account holder | $1,261 | $6,778-81.4% | $10,608-88.1% | $5,650-77.7% |