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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 | $22,843 | $56,054-59.2% | $171,082-86.6% | $62,881-63.7% |
| Participation rate | 11.6% | 62.9%-51.2pp | 76.7%-65.1pp | 69.3%-57.7pp |
| Annual return | 9.95% | 22.52%-12.6pp | 32.56%-22.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,593 | $3,158-49.6% | $4,797-66.8% | $3,203-50.3% |
| Admin fee / account holder | $37,596 | $3,647+931.0% | $8,520+341.3% | $4,296+775.2% |