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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 | $20,397 | $65,361-68.8% | $92,903-78.0% | $72,983-72.1% |
| Participation rate | 27.5% | 68.3%-40.9pp | 76.0%-48.6pp | 69.5%-42.0pp |
| Annual return | 29.43% | 42.11%-12.7pp | 109.43%-80.0pp | 81.01%-51.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,669 | $3,128-46.7% | $4,238-60.6% | $3,608-53.7% |
| Admin fee / account holder | $2,383 | $4,251-44.0% | $5,795-58.9% | $5,124-53.5% |