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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 | $20,590 | $153,311-86.6% | $109,313-81.2% | $273,972-92.5% |
| Participation rate | 29.4% | 80.1%-50.7pp | 71.3%-41.9pp | 83.0%-53.6pp |
| Annual return | 6.71% | 29.86%-23.1pp | 22.07%-15.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,999 | $3,932-49.2% | $3,166-36.9% | $5,287-62.2% |
| Admin fee / account holder | $910 | $8,076-88.7% | $5,666-83.9% | $10,133-91.0% |