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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 | $27,948 | $61,125-54.3% | $94,057-70.3% | $87,485-68.1% |
| Participation rate | 20.0% | 64.1%-44.1pp | 73.3%-53.3pp | 68.9%-48.9pp |
| Annual return | 16.28% | 35.20%-18.9pp | 480.62%-464.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,439 | $3,260-55.9% | $4,709-69.4% | $4,274-66.3% |
| Admin fee / account holder | $1,277 | $5,629-77.3% | $7,244-82.4% | $7,775-83.6% |