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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 | $25,829 | $58,234-55.6% | $81,783-68.4% | $80,874-68.1% |
| Participation rate | 24.1% | 63.4%-39.3pp | 72.4%-48.2pp | 67.6%-43.5pp |
| Annual return | 13.81% | 41.70%-27.9pp | 775.05%-761.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $976 | $3,283-70.3% | $4,320-77.4% | $4,297-77.3% |
| Admin fee / account holder | $3,193 | $4,982-35.9% | $7,380-56.7% | $6,935-54.0% |