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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 | $23,861 | $43,730-45.4% | $66,674-64.2% | $64,097-62.8% |
| Participation rate | 31.3% | 50.7%-19.4pp | 73.7%-42.4pp | 55.2%-23.9pp |
| Annual return | 14.92% | 53.62%-38.7pp | 321.24%-306.3pp | 34.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,087 | $2,122-48.7% | $4,084-73.4% | $3,080-64.7% |
| Admin fee / account holder | $1,409 | $2,708-47.9% | $5,098-72.4% | $3,454-59.2% |