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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 | $27,827 | $77,920-64.3% | $149,723-81.4% | $75,177-63.0% |
| Participation rate | 28.6% | 65.6%-37.0pp | 78.8%-50.2pp | 67.2%-38.6pp |
| Annual return | 14.17% | 31.72%-17.6pp | 134.50%-120.3pp | 160.75%-146.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $881 | $3,411-74.2% | $5,682-84.5% | $4,126-78.6% |
| Admin fee / account holder | $3,806 | $5,951-36.0% | $13,215-71.2% | $5,651-32.7% |