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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 | $15,927 | $54,763-70.9% | $90,324-82.4% | $72,976-78.2% |
| Participation rate | 37.7% | 65.2%-27.5pp | 73.3%-35.6pp | 69.5%-31.8pp |
| Annual return | 17.61% | 30.63%-13.0pp | 78.15%-60.5pp | 81.02%-63.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,376 | $2,887-17.7% | $3,885-38.8% | $3,608-34.1% |
| Admin fee / account holder | $1,400 | $3,973-64.8% | $5,356-73.9% | $5,124-72.7% |