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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 | $23,808 | $54,757-56.5% | $90,300-73.6% | $72,983-67.4% |
| Participation rate | 17.9% | 65.1%-47.3pp | 73.3%-55.4pp | 69.5%-51.6pp |
| Annual return | 18.14% | 30.63%-12.5pp | 78.11%-60.0pp | 81.01%-62.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,196 | $2,887-58.6% | $3,884-69.2% | $3,608-66.8% |
| Admin fee / account holder | $7,441 | $3,972+87.3% | $5,353+39.0% | $5,124+45.2% |