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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 | $25,753 | $53,841-52.2% | $75,731-66.0% | $85,851-70.0% |
| Participation rate | 25.6% | 69.0%-43.5pp | 74.8%-49.2pp | 69.3%-43.7pp |
| Annual return | 15.00% | 24.54%-9.5pp | 104.65%-89.6pp | 318.63%-303.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,326 | $2,895-54.2% | $3,820-65.3% | $3,952-66.4% |
| Admin fee / account holder | $4,216 | $3,340+26.2% | $3,620+16.5% | $6,261-32.7% |