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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 | $29,830 | $45,119-33.9% | $85,126-65.0% | $74,429-59.9% |
| Participation rate | 22.6% | 49.4%-26.7pp | 67.5%-44.9pp | 67.2%-44.6pp |
| Annual return | 14.00% | 26.28%-12.3pp | 66.63%-52.6pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $110 | $1,460-92.5% | $2,731-96.0% | $2,625-95.8% |
| Participant deferral / active EE | $1,963 | $2,738-28.3% | $4,523-56.6% | $4,348-54.9% |
| Admin fee / account holder | $5,999 | $2,214+171.0% | $6,160-2.6% | $1,944+208.5% |