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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 | $24,964 | $78,690-68.3% | $161,489-84.5% | $87,485-71.5% |
| Participation rate | 38.7% | 67.5%-28.8pp | 78.7%-40.0pp | 68.9%-30.2pp |
| Annual return | 17.31% | 32.74%-15.4pp | 89.72%-72.4pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,174 | $3,311-64.5% | $5,630-79.1% | $4,274-72.5% |
| Admin fee / account holder | $1,701 | $6,724-74.7% | $16,006-89.4% | $7,775-78.1% |