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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 | $23,160 | $81,358-71.5% | $155,556-85.1% | $80,959-71.4% |
| Participation rate | 20.4% | 66.3%-45.9pp | 78.2%-57.8pp | 67.7%-47.3pp |
| Annual return | 16.29% | 33.39%-17.1pp | 64.84%-48.6pp | 35.67%-19.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $998 | $3,455-71.1% | $5,631-82.3% | $4,300-76.8% |
| Admin fee / account holder | $631 | $7,994-92.1% | $15,885-96.0% | $6,925-90.9% |