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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 | $28,699 | $85,060-66.3% | $70,565-59.3% | $139,487-79.4% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.4%-43.4pp | 80.3%-55.3pp |
| Annual return | 23.77% | 30.39%-6.6pp | 32.79%-9.0pp | 373.84%-350.1pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,733 | $5,891-70.6% | $4,568-62.1% | $6,713-74.2% |
| Admin fee / account holder | $330 | $8,932-96.3% | $6,430-94.9% | $11,407-97.1% |