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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 | $22,416 | $51,638-56.6% | $129,406-82.7% | $80,959-72.3% |
| Participation rate | 37.5% | 56.9%-19.4pp | 69.6%-32.1pp | 67.7%-30.2pp |
| Annual return | 20.18% | 20.78%-0.6pp | 9468.18%-9448.0pp | 35.67%-15.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,388 | $2,670+26.9% | $4,167-18.7% | $4,300-21.2% |
| Admin fee / account holder | $493 | $4,313-88.6% | $7,689-93.6% | $6,925-92.9% |