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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 | $20,041 | $61,125-67.2% | $94,057-78.7% | $87,485-77.1% |
| Participation rate | 42.3% | 64.1%-21.8pp | 73.3%-31.0pp | 68.9%-26.6pp |
| Annual return | 19.22% | 35.20%-16.0pp | 480.62%-461.4pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,704 | $3,260-17.1% | $4,709-42.6% | $4,274-36.7% |
| Admin fee / account holder | $1,427 | $5,629-74.7% | $7,244-80.3% | $7,775-81.6% |