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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 | $24,034 | $56,124-57.2% | $96,144-75.0% | $85,854-72.0% |
| Participation rate | 45.2% | 56.7%-11.6pp | 68.4%-23.3pp | 69.3%-24.2pp |
| Annual return | 12.68% | 42.30%-29.6pp | 191.96%-179.3pp | 318.56%-305.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,759 | $2,859-38.5% | $4,349-59.5% | $3,952-55.5% |
| Admin fee / account holder | $3,980 | $3,769+5.6% | $5,537-28.1% | $6,260-36.4% |