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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 | $24,108 | $77,908-69.1% | $149,696-83.9% | $75,173-67.9% |
| Participation rate | 52.0% | 65.6%-13.6pp | 78.8%-26.8pp | 67.2%-15.2pp |
| Annual return | 14.09% | 31.73%-17.6pp | 134.46%-120.4pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,025 | $3,411-70.0% | $5,682-82.0% | $4,126-75.2% |
| Admin fee / account holder | $422 | $5,950-92.9% | $13,212-96.8% | $5,651-92.5% |