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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 | $21,796 | $58,311-62.6% | $81,882-73.4% | $80,959-73.1% |
| Participation rate | 26.9% | 63.5%-36.6pp | 72.4%-45.5pp | 67.7%-40.7pp |
| Annual return | 12.68% | 41.85%-29.2pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,765 | $3,287-46.3% | $4,323-59.2% | $4,300-59.0% |
| Admin fee / account holder | $363 | $4,752-92.4% | $7,360-95.1% | $6,925-94.8% |