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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 | $22,427 | $52,353-57.2% | $120,225-81.3% | $82,448-72.8% |
| Participation rate | 30.6% | 58.3%-27.7pp | 69.6%-39.0pp | 68.1%-37.5pp |
| Annual return | 16.03% | 61.85%-45.8pp | 439.23%-423.2pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,154 | $2,627-56.1% | $3,999-71.1% | $4,139-72.1% |
| Admin fee / account holder | $1,437 | $4,363-67.1% | $5,696-74.8% | $7,234-80.1% |