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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 | $28,937 | $77,920-62.9% | $149,723-80.7% | $75,177-61.5% |
| Participation rate | 28.8% | 65.6%-36.8pp | 78.8%-50.0pp | 67.2%-38.4pp |
| Annual return | 23.94% | 31.72%-7.8pp | 134.50%-110.6pp | 160.75%-136.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $985 | $3,411-71.1% | $5,682-82.7% | $4,126-76.1% |
| Admin fee / account holder | $333 | $5,951-94.4% | $13,215-97.5% | $5,651-94.1% |