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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 | $23,379 | $61,125-61.8% | $94,057-75.1% | $87,485-73.3% |
| Participation rate | 25.3% | 64.1%-38.7pp | 73.3%-48.0pp | 68.9%-43.6pp |
| Annual return | 27.28% | 35.20%-7.9pp | 480.62%-453.3pp | 26.06%+1.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,248 | $3,260-61.7% | $4,709-73.5% | $4,274-70.8% |
| Admin fee / account holder | $4,719 | $5,629-16.2% | $7,244-34.9% | $7,775-39.3% |