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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 | $20,773 | $113,338-81.7% | $94,993-78.1% | $147,586-85.9% |
| Participation rate | 29.4% | 78.0%-48.6pp | 73.9%-44.5pp | 82.8%-53.4pp |
| Annual return | 24.59% | 20.80%+3.8pp | 27.14%-2.6pp | 578.59%-554.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $557 | $3,777-85.2% | $3,317-83.2% | $5,439-89.8% |
| Admin fee / account holder | $703 | $6,063-88.4% | $4,960-85.8% | $10,886-93.5% |