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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 | $27,412 | $70,587-61.2% | $124,694-78.0% | $85,851-68.1% |
| Participation rate | 34.0% | 64.4%-30.4pp | 74.6%-40.6pp | 69.3%-35.3pp |
| Annual return | 14.02% | 20688.83%-20674.8pp | 5144.82%-5130.8pp | 318.63%-304.6pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,325-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,164 | $2,969-27.1% | $4,615-53.1% | $3,952-45.3% |
| Admin fee / account holder | $1,449 | $5,282-72.6% | $7,495-80.7% | $6,261-76.9% |