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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 | $56,000 | $41,150+36.1% | $80,607-30.5% | $71,495-21.7% |
| Participation rate | 30.8% | 50.3%-19.4pp | 67.0%-36.2pp | 67.9%-37.1pp |
| Annual return | 19.18% | 38.48%-19.3pp | 936.11%-916.9pp | 28.85%-9.7pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,724-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,343 | $2,701-50.3% | $4,448-69.8% | $4,291-68.7% |
| Admin fee / account holder | $2,667 | $1,841+44.9% | $5,379-50.4% | $1,588+68.0% |