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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 | $28,712 | $100,139-71.3% | $85,187-66.3% | $145,884-80.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 8.58% | 84.15%-75.6pp | 66.67%-58.1pp | 551.85%-543.3pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $928 | $5,296-82.5% | $4,525-79.5% | $6,690-86.1% |
| Admin fee / account holder | $338 | $7,262-95.3% | $6,162-94.5% | $13,392-97.5% |