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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 | $32,663 | $64,920-49.7% | $103,693-68.5% | $86,983-62.4% |
| Participation rate | 15.0% | 63.6%-48.6pp | 72.6%-57.6pp | 69.5%-54.5pp |
| Annual return | 20.95% | 30.29%-9.3pp | 47.61%-26.7pp | 25.83%-4.9pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,894 | $3,241-41.5% | $4,579-58.6% | $4,194-54.8% |
| Admin fee / account holder | $311 | $6,191-95.0% | $7,858-96.0% | $7,856-96.0% |