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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 | $27,885 | $106,905-73.9% | $84,020-66.8% | $152,885-81.8% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.5%-18.2pp |
| Annual return | 21.32% | 105.00%-83.7pp | 71.31%-50.0pp | 345.39%-324.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,134 | $4,012-71.7% | $3,239-65.0% | $5,851-80.6% |
| Admin fee / account holder | $924 | $8,287-88.9% | $6,101-84.9% | $11,598-92.0% |