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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 | $55,235 | $70,684-21.9% | $169,390-67.4% | $75,173-26.5% |
| Participation rate | 28.6% | 64.8%-36.2pp | 77.2%-48.6pp | 67.2%-38.6pp |
| Annual return | 21.85% | 36.38%-14.5pp | 406.07%-384.2pp | 160.72%-138.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,349 | $4,310-45.5% | $6,222-62.2% | $4,126-43.1% |
| Admin fee / account holder | $828 | $5,404-84.7% | $9,015-90.8% | $5,651-85.3% |