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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 | $24,912 | $72,027-65.4% | $185,861-86.6% | $79,856-68.8% |
| Participation rate | 38.7% | 65.8%-27.1pp | 78.0%-39.3pp | 69.6%-30.9pp |
| Annual return | 12.70% | 23.13%-10.4pp | 35.96%-23.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,449 | $3,780-61.7% | $5,634-74.3% | $3,741-61.3% |
| Admin fee / account holder | $351 | $4,513-92.2% | $9,503-96.3% | $5,306-93.4% |